Capital Planning Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Capital Planning Advisors, LLC

  • $664 Million
  • Q2 2025

A detailed history of Capital Planning Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 42,254 shares of SPDW stock, worth $1.79 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
42,254
Previous 39,466 7.06%
Holding current value
$1.79 Million
Previous $1.44 Million 19.08%
% of portfolio
0.26%
Previous 0.23%

Shares

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

Aug 14, 2025
BUY
$32.66 - $40.75 $91,056 - $113,611
2,788 Added 7.06%
42,254 $1.71 Million
Q1 2025

May 12, 2025
BUY
$33.84 - $37.77 $102,366 - $114,254
3,025 Added 8.3%
39,466 $1.44 Million
Q4 2024

Jan 17, 2025
BUY
$34.13 - $37.35 $201,435 - $220,439
5,902 Added 19.33%
36,441 $1.24 Million
Q3 2024

Nov 12, 2024
BUY
$33.74 - $37.96 $119,372 - $134,302
3,538 Added 13.1%
30,539 $1.15 Million
Q2 2024

Aug 12, 2024
BUY
$34.2 - $36.64 $277,122 - $296,893
8,103 Added 42.88%
27,001 $947,000
Q1 2024

May 15, 2024
BUY
$32.85 - $35.9 $86,888 - $94,955
2,645 Added 16.27%
18,898 $677,000
Q4 2023

Feb 12, 2024
BUY
$29.46 - $34.07 $478,813 - $553,739
16,253 New
16,253 $552,000
Q3 2020

Nov 12, 2020
SELL
$27.73 - $30.19 $375,991 - $409,346
-13,559 Closed
0 $0
Q2 2020

Aug 06, 2020
BUY
$22.87 - $29.3 $111,148 - $142,398
4,860 Added 55.87%
13,559 $375,000
Q1 2020

May 11, 2020
SELL
$20.71 - $31.78 $10,603 - $16,271
-512 Reduced 5.56%
8,699 $208,000
Q4 2019

Feb 03, 2020
BUY
$28.52 - $31.66 $7,358 - $8,168
258 Added 2.88%
9,211 $289,000
Q3 2019

Nov 05, 2019
BUY
$29.1 - $29.66 $260,532 - $265,545
8,953 New
8,953 $263,000

Others Institutions Holding SPDW

# of Institutions
1,148
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
  • Industry ETFs
More about SPDW
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