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

Defined Financial Planning LLC

  • $113 Billion
  • Q2 2025

A detailed history of Defined Financial Planning LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Defined Financial Planning LLC holds 142,066 shares of SPDW stock, worth $6.19 Million. This represents 5.05% of its overall portfolio holdings.

Number of Shares
142,066
Previous 131,490 8.04%
Holding current value
$6.19 Million
Previous $4.8 Billion 18.31%
% of portfolio
5.05%
Previous 4.87%

Shares

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

Jul 22, 2025
BUY
$32.66 - $40.75 $345,412 - $430,972
10,576 Added 8.04%
142,066 $5.68 Billion
Q1 2025

Apr 15, 2025
BUY
$33.84 - $37.77 $1.35 Million - $1.51 Million
39,979 Added 43.69%
131,490 $4.8 Billion
Q4 2024

Feb 13, 2025
BUY
$34.13 - $37.35 $3.12 Million - $3.42 Million
91,511 New
91,511 $3.12 Billion

Others Institutions Holding SPDW

# of Institutions
1,147
Shares Held
575M
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
Track This Portfolio

Track Defined Financial Planning LLC Portfolio

Follow Defined 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 Defined Financial Planning LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email