Partners In Financial Planning Spdr Ser Tr Fds Spdr Portfolio Transaction History

Partners In Financial Planning

  • $542 Billion
  • Q2 2025

A detailed history of Partners In Financial Planning transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Partners In Financial Planning holds 286,814 shares of SPDW stock, worth $12.1 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares
286,814
Previous 213,941 34.06%
Holding current value
$12.1 Million
Previous $7.79 Billion 49.09%
% of portfolio
2.14%
Previous 1.57%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$32.66 - $40.75 $2.38 Million - $2.97 Million
72,873 Added 34.06%
286,814 $11.6 Billion
Q1 2025

Apr 30, 2025
SELL
$33.84 - $37.77 $44,804 - $50,007
-1,324 Reduced 0.62%
213,941 $7.79 Billion
Q4 2024

Feb 12, 2025
BUY
$34.13 - $37.35 $7.35 Million - $8.04 Million
215,265 New
215,265 $7.35 Billion
Q3 2024

Feb 26, 2025
SELL
$33.74 - $37.96 $402,282 - $452,597
-11,923 Reduced 5.13%
220,558 $8.28 Billion
Q2 2024

Feb 26, 2025
BUY
$34.2 - $36.64 $38,748 - $41,513
1,133 Added 0.49%
232,481 $8.16 Billion
Q1 2024

Feb 26, 2025
SELL
$32.85 - $35.9 $89,450 - $97,755
-2,723 Reduced 1.16%
231,348 $8.29 Billion
Q4 2023

Feb 26, 2025
SELL
$29.46 - $34.07 $83,165 - $96,179
-2,823 Reduced 1.19%
234,071 $7.96 Billion
Q3 2023

Mar 04, 2025
BUY
$30.88 - $33.58 $673,029 - $731,876
21,795 Added 10.12%
237,060 $7.35 Billion
Q2 2023

Feb 26, 2025
BUY
$31.7 - $33.66 $36,772 - $39,045
1,160 Added 0.49%
236,894 $7.71 Billion
Q1 2023

Feb 26, 2025
BUY
$29.83 - $32.71 $610,590 - $669,540
20,469 Added 9.51%
235,734 $7.57 Billion
Q4 2022

May 05, 2025
BUY
$25.7 - $31.02 $1.3 Million - $1.57 Million
50,625 Added 27.13%
237,212 $7.08 Billion
Q3 2022

May 05, 2025
BUY
$25.67 - $30.93 $1.12 Million - $1.34 Million
43,461 Added 30.37%
186,587 $5.57 Billion
Q2 2022

May 05, 2025
BUY
$28.57 - $34.74 $196,218 - $238,594
6,868 Added 5.04%
143,126 $4.14 Billion
Q1 2022

May 05, 2025
SELL
$31.42 - $36.91 $16,526 - $19,414
-526 Reduced 0.38%
136,258 $4.46 Billion
Q4 2021

May 05, 2025
SELL
$35.28 - $37.98 $2.72 Million - $2.93 Million
-77,157 Reduced 36.06%
136,784 $4.79 Billion
Q2 2021

May 05, 2025
SELL
$35.87 - $38.34 $2.91 Million - $3.11 Million
-81,141 Reduced 37.93%
132,800 $4.89 Billion

Others Institutions Holding SPDW

# of Institutions
1,149
Shares Held
576M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
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