Financial Strategies Group, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Financial Strategies Group, Inc.

$436 Million
Q1 2025

A detailed history of Financial Strategies Group, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 8,327 shares of SPDW stock, worth $331,497. This represents 0.07% of its overall portfolio holdings.

Number of Shares

8,327

Previous 9,745 14.55%

Holding current value

$331,497

Previous $332,000 8.73%

% of portfolio

0.07%

Previous 0.08%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 16, 2025	SELL	$33.84 - $37.77 $47,985 - $53,557	-1,418 Reduced 14.55%	8,327 $303,000
Q4 2024 Jan 24, 2025	BUY	$34.13 - $37.35 $22,798 - $24,949	668 Added 7.36%	9,745 $332,000
Q3 2024 Oct 31, 2024	SELL	$33.74 - $37.96 $4,251 - $4,782	-126 Reduced 1.37%	9,077 $340,000
Q2 2024 Jul 17, 2024	BUY	$34.2 - $36.64 $4,138 - $4,433	121 Added 1.33%	9,203 $322,000
Q1 2024 Apr 18, 2024	SELL	$32.85 - $35.9 $3,449 - $3,769	-105 Reduced 1.14%	9,082 $325,000
Q4 2023 Jan 30, 2024	BUY	$29.46 - $34.07 $8,248 - $9,539	280 Added 3.14%	9,187 $312,000
Q3 2023 Oct 18, 2023	SELL	$30.88 - $33.58 $48,358 - $52,586	-1,566 Reduced 14.95%	8,907 $276,000
Q2 2023 Jul 13, 2023	SELL	$31.7 - $33.66 $104,134 - $110,573	-3,285 Reduced 23.88%	10,473 $340,000
Q1 2023 May 02, 2023	SELL	$29.83 - $32.71 $24.1 Million - $26.5 Million	-809,382 Reduced 98.33%	13,758 $441,000
Q4 2022 Feb 10, 2023	SELL	$25.7 - $31.02 $1.4 Million - $1.69 Million	-54,334 Reduced 6.19%	823,140 $24.4 Million
Q3 2022 Oct 26, 2022	BUY	$25.67 - $30.93 $395,266 - $476,260	15,398 Added 1.79%	877,474 $0
Q2 2022 Aug 08, 2022	BUY	$28.57 - $34.74 $2.1 Million - $2.56 Million	73,575 Added 9.33%	862,076 $24.9 Million
Q1 2022 Apr 29, 2022	BUY	$31.42 - $36.91 $2.18 Million - $2.56 Million	69,328 Added 9.64%	788,501 $27 Million
Q4 2021 Feb 07, 2022	BUY	$35.28 - $37.98 $1.52 Million - $1.64 Million	43,057 Added 6.37%	719,173 $26.2 Million
Q3 2021 Nov 12, 2021	BUY	$35.68 - $38.17 $1.54 Million - $1.64 Million	43,081 Added 6.81%	676,116 $24.5 Million
Q2 2021 Aug 13, 2021	BUY	$35.87 - $38.34 $1.79 Million - $1.91 Million	49,933 Added 8.56%	633,035 $23.3 Million
Q1 2021 May 06, 2021	BUY	$33.6 - $35.9 $547,814 - $585,313	16,304 Added 2.88%	583,102 $20.6 Million
Q4 2020 Feb 12, 2021	BUY	$28.3 - $34.03 $1.3 Million - $1.56 Million	45,864 Added 8.8%	566,798 $19.1 Million
Q3 2020 Nov 13, 2020	SELL	$27.73 - $30.19 $510,176 - $555,435	-18,398 Reduced 3.41%	520,934 $15.2 Million
Q2 2020 Aug 12, 2020	BUY	$22.87 - $29.3 $1.05 Million - $1.35 Million	46,068 Added 9.34%	539,332 $14.9 Million
Q1 2020 May 12, 2020	BUY	$20.71 - $31.78 $1.24 Million - $1.9 Million	59,812 Added 13.8%	493,264 $11.8 Million
Q4 2019 Feb 13, 2020	BUY	$28.52 - $31.66 $12.4 Million - $13.7 Million	433,452 New	433,452 $13.6 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

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Financial Strategies Group, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History