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

Defined Financial Planning LLC

  • $98.7 Billion
  • Q1 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 131,490 shares of SPDW stock, worth $4.94 Million. This represents 4.87% of its overall portfolio holdings.

Number of Shares
131,490
Previous 91,511 43.69%
Holding current value
$4.94 Million
Previous $3.12 Billion 53.79%
% of portfolio
4.87%
Previous 3.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,058
Shares Held
536M
Call Options Held
2.4K
Put Options Held
2.1K
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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