Holistic Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025

A detailed history of Holistic Planning, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Holistic Planning, LLC holds 7,931 shares of SPDW stock, worth $335,164. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,931
Previous 6,548 21.12%
Holding current value
$335,164
Previous $238 Million 34.69%
% of portfolio
0.09%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$32.66 - $40.75 $45,168 - $56,357
1,383 Added 21.12%
7,931 $321 Million
Q1 2025

Apr 23, 2025
BUY
$33.84 - $37.77 $221,584 - $247,317
6,548 New
6,548 $238 Million

Others Institutions Holding SPDW

# of Institutions
1,148
Shares Held
576M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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