Avantax Planning Partners, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Avantax Planning Partners, Inc.

$2.81 Billion
Q1 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 12,115 shares of SPDW stock, worth $482,298. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,115

Previous 12,512 3.17%

Holding current value

$482,298

Previous $427,000 3.28%

% of portfolio

0.02%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$33.84 - $37.77 $13,434 - $14,994	-397 Reduced 3.17%	12,115 $441,000
Q4 2024 Feb 07, 2025	BUY	$34.13 - $37.35 $580 - $634	17 Added 0.14%	12,512 $427,000
Q3 2024 Nov 13, 2024	BUY	$33.74 - $37.96 $21,998 - $24,749	652 Added 5.51%	12,495 $469,000
Q2 2024 Aug 09, 2024	BUY	$34.2 - $36.64 $7,763 - $8,317	227 Added 1.95%	11,843 $415,000
Q1 2024 May 02, 2024	BUY	$32.85 - $35.9 $381,585 - $417,014	11,616 New	11,616 $416,000

Others Institutions Holding SPDW

# of Institutions

1,087

Shares Held

550M

Call Options Held

3.1K

Put Options Held

441

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Avantax Planning Partners, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History