Foundations Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Foundations Investment Advisors, LLC

$5.1 Billion
Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 142,549 shares of SPDW stock, worth $5.67 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

142,549

Previous 121,770 17.06%

Holding current value

$5.67 Million

Previous $4.16 Million 24.88%

% of portfolio

0.1%

Previous 0.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$33.84 - $37.77 $703,161 - $784,822	20,779 Added 17.06%	142,549 $5.19 Million
Q4 2024 Jan 22, 2025	BUY	$34.13 - $37.35 $1.75 Million - $1.92 Million	51,321 Added 72.85%	121,770 $4.16 Million
Q3 2024 Oct 21, 2024	BUY	$33.74 - $37.96 $892,355 - $1 Million	26,448 Added 60.11%	70,449 $2.65 Million
Q2 2024 Aug 02, 2024	BUY	$34.2 - $36.64 $1 Million - $1.07 Million	29,249 Added 198.27%	44,001 $1.54 Million
Q1 2024 May 13, 2024	BUY	$32.85 - $35.9 $37,580 - $41,069	1,144 Added 8.41%	14,752 $528,000
Q4 2023 Feb 08, 2024	BUY	$29.46 - $34.07 $146,121 - $168,987	4,960 Added 57.35%	13,608 $462,000
Q3 2023 Oct 05, 2023	BUY	$30.88 - $33.58 $12,907 - $14,036	418 Added 5.08%	8,648 $268,000
Q2 2023 Jul 19, 2023	BUY	$31.7 - $33.66 $260,891 - $277,021	8,230 New	8,230 $267,000
Q3 2018 Nov 09, 2018	SELL	N/A	-96,474 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	96,474 New	96,474 $2.93 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
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Foundations Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History