Financial Planning & Information Services, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Financial Planning & Information Services, Inc.

  • $725 Million
  • Q3 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 92,814 shares of SPDW stock, worth $3.27 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
92,814
Previous 83,042 11.77%
Holding current value
$3.27 Million
Previous $2.91 Million 19.67%
% of portfolio
0.48%
Previous 0.45%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$33.74 - $37.96 $329,707 - $370,945
9,772 Added 11.77%
92,814 $3.49 Million
Q2 2024

Aug 13, 2024
SELL
$34.2 - $36.64 $26,607 - $28,505
-778 Reduced 0.93%
83,042 $2.91 Million
Q1 2024

May 14, 2024
BUY
$32.85 - $35.9 $525 - $574
16 Added 0.02%
83,820 $3 Million
Q3 2023

Nov 14, 2023
BUY
$30.88 - $33.58 $145,105 - $157,792
4,699 Added 5.94%
83,804 $2.6 Million
Q2 2023

Aug 11, 2023
SELL
$31.7 - $33.66 $109,333 - $116,093
-3,449 Reduced 4.18%
79,105 $2.57 Million
Q1 2023

May 02, 2023
SELL
$29.83 - $32.71 $145,809 - $159,886
-4,888 Reduced 5.59%
82,554 $2.65 Million
Q4 2022

Feb 13, 2023
SELL
$25.7 - $31.02 $238,444 - $287,803
-9,278 Reduced 9.59%
87,442 $2.6 Million
Q3 2022

Oct 25, 2022
SELL
$25.67 - $30.93 $539,506 - $650,055
-21,017 Reduced 17.85%
96,720 $2.5 Million
Q2 2022

Jul 19, 2022
SELL
$28.57 - $34.74 $82,481 - $100,294
-2,887 Reduced 2.39%
117,737 $3.4 Million
Q1 2022

Apr 19, 2022
SELL
$31.42 - $36.91 $8,703 - $10,224
-277 Reduced 0.23%
120,624 $4.14 Million
Q4 2021

Feb 02, 2022
BUY
$35.28 - $37.98 $66,961 - $72,086
1,898 Added 1.59%
120,901 $4.41 Million
Q3 2021

Oct 13, 2021
BUY
$35.68 - $38.17 $151,211 - $161,764
4,238 Added 3.69%
119,003 $4.31 Million
Q2 2021

Jul 29, 2021
BUY
$35.87 - $38.34 $105,063 - $112,297
2,929 Added 2.62%
114,765 $4.22 Million
Q1 2021

Apr 20, 2021
BUY
$33.6 - $35.9 $314,361 - $335,880
9,356 Added 9.13%
111,836 $3.96 Million
Q4 2020

Feb 08, 2021
BUY
$28.3 - $34.03 $601,856 - $723,716
21,267 Added 26.19%
102,480 $3.46 Million
Q3 2020

May 24, 2021
BUY
$27.73 - $30.19 $11,812 - $12,860
426 Added 0.53%
81,213 $2.38 Million
Q2 2020

May 24, 2021
BUY
$22.87 - $29.3 $684,339 - $876,743
29,923 Added 58.83%
80,787 $2.23 Million
Q1 2020

May 24, 2021
BUY
$20.71 - $31.78 $65,340 - $100,265
3,155 Added 6.61%
50,864 $1.22 Million
Q4 2019

May 24, 2021
BUY
$28.52 - $31.66 $51,421 - $57,082
1,803 Added 3.93%
47,709 $1.5 Million
Q3 2019

May 24, 2021
BUY
$29.1 - $29.66 $352,284 - $359,063
12,106 Added 35.82%
45,906 $1.35 Million
Q2 2019

May 24, 2021
BUY
N/A
4,322 Added 14.66%
33,800 $1 Million
Q1 2019

May 24, 2021
BUY
N/A
14,624 Added 98.45%
29,478 $861,000
Q4 2018

May 24, 2021
BUY
N/A
7,807 Added 110.78%
14,854 $393,000
Q3 2018

May 24, 2021
BUY
N/A
7,047 New
7,047 $217,000

Others Institutions Holding SPDW

# of Institutions
953
Shares Held
487M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
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