Financial Insights, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Financial Insights, Inc.

$248 Million
Q1 2025

A detailed history of Financial Insights, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Financial Insights, Inc. holds 96,567 shares of SPDW stock, worth $3.83 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

96,567

Previous 100,613 4.02%

Holding current value

$3.83 Million

Previous $3.43 Million 2.42%

% of portfolio

1.42%

Previous 1.35%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$33.84 - $37.77 $136,916 - $152,817	-4,046 Reduced 4.02%	96,567 $3.52 Million
Q4 2024 Mar 05, 2025	SELL	$34.13 - $37.35 $211,913 - $231,906	-6,209 Reduced 5.81%	100,613 $3.43 Million
Q3 2024 Oct 22, 2024	SELL	$33.74 - $37.96 $661,675 - $744,433	-19,611 Reduced 15.51%	106,822 $4.01 Million
Q2 2024 Jul 16, 2024	SELL	$34.2 - $36.64 $44,152 - $47,302	-1,291 Reduced 1.01%	126,433 $4.44 Million
Q1 2024 Apr 25, 2024	SELL	$32.85 - $35.9 $577,897 - $631,552	-17,592 Reduced 12.11%	127,724 $4.58 Million
Q4 2023 Jan 24, 2024	SELL	$29.46 - $34.07 $440,191 - $509,073	-14,942 Reduced 9.32%	145,316 $4.94 Million
Q3 2023 Dec 06, 2023	SELL	$30.88 - $33.58 $930,167 - $1.01 Million	-30,122 Reduced 17.47%	142,253 $4.41 Million
Q2 2023 Jan 24, 2024	BUY	$31.7 - $33.66 $570,758 - $606,048	18,005 Added 12.66%	160,258 $5.21 Million
Q1 2023 Apr 17, 2023	SELL	$29.83 - $32.71 $422,780 - $463,598	-14,173 Reduced 7.6%	172,375 $5.54 Million
Q4 2022 Feb 09, 2023	BUY	$25.7 - $31.02 $4.79 Million - $5.79 Million	186,548 New	186,548 $5.54 Million

Others Institutions Holding SPDW

# of Institutions

1,087

Shares Held

550M

Call Options Held

3.1K

Put Options Held

441

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

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

News

Stay updated on Financial Insights, Inc. with notifications on news.

Account

Financial Insights, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History