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

Defined Financial Planning LLC

$121 Billion
Q3 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 138,870 shares of SPDW stock, worth $6.08 Million. This represents 5.01% of its overall portfolio holdings.

Number of Shares

138,870

Previous 142,066 2.25%

Holding current value

$6.08 Million

Previous $5.68 Billion 6.18%

% of portfolio

5.01%

Previous 5.05%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$39.8 - $42.86 $127,200 - $136,980	-3,196 Reduced 2.25%	138,870 $6.03 Billion
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

1,192

Shares Held

607M

Call Options Held

5.2K

Put Options Held

13K

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About SPDR SER TR FDS SPDR PORTFOLIO

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