Vested Financial Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Vested Financial Planning, LLC

  • $100 Billion
  • Q1 2025

A detailed history of Vested Financial Planning, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vested Financial Planning, LLC holds 130,548 shares of SPDW stock, worth $5.16 Million. This represents 4.75% of its overall portfolio holdings.

Number of Shares
130,548
Previous 130,290 0.2%
Holding current value
$5.16 Million
Previous $4.45 Billion 6.89%
% of portfolio
4.75%
Previous 4.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$33.84 - $37.77 $8,730 - $9,744
258 Added 0.2%
130,548 $4.75 Billion
Q4 2024

Jan 28, 2025
BUY
$34.13 - $37.35 $4.45 Million - $4.87 Million
130,290 New
130,290 $4.45 Billion

Others Institutions Holding SPDW

# of Institutions
1,088
Shares Held
550M
Call Options Held
3.1K
Put Options Held
441
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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