Cypress Financial Planning LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Cypress Financial Planning LLC

  • $276 Million
  • Q1 2025

A detailed history of Cypress Financial Planning LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cypress Financial Planning LLC holds 18,536 shares of SPDW stock, worth $747,556. This represents 0.25% of its overall portfolio holdings.

Number of Shares
18,536
Previous 9,459 95.96%
Holding current value
$747,556
Previous $322,000 111.18%
% of portfolio
0.25%
Previous 0.12%

Shares

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

Apr 09, 2025
BUY
$33.84 - $37.77 $307,165 - $342,838
9,077 Added 95.96%
18,536 $680,000
Q4 2024

Jan 13, 2025
SELL
$34.13 - $37.35 $6,075 - $6,648
-178 Reduced 1.85%
9,459 $322,000
Q3 2024

Oct 07, 2024
BUY
$33.74 - $37.96 $674 - $759
20 Added 0.21%
9,637 $361,000
Q2 2024

Jul 16, 2024
BUY
$34.2 - $36.64 $85,534 - $91,636
2,501 Added 35.15%
9,617 $337,000
Q1 2024

Apr 12, 2024
BUY
$32.85 - $35.9 $233,760 - $255,464
7,116 New
7,116 $255,000

Others Institutions Holding SPDW

# of Institutions
1,090
Shares Held
551M
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
Track This Portfolio

Track Cypress Financial Planning LLC Portfolio

Follow Cypress Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email