Ifp Advisors, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ifp Advisors, Inc holds 662,647 shares of SPDW stock, worth $22.5 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

662,647

Previous 594,059 11.55%

Holding current value

$22.5 Million

Previous $21.3 Million 9.18%

% of portfolio

0.96%

Previous 0.97%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$34.2 - $36.64 $2.35 Million - $2.51 Million	68,588 Added 11.55%	662,647 $23.2 Million
Q1 2024 Jul 30, 2024	BUY	$32.85 - $35.9 $2.86 Million - $3.13 Million	87,210 Added 17.21%	594,059 $21.3 Million
Q4 2023 Jan 09, 2024	SELL	$29.46 - $34.07 $3.4 Million - $3.93 Million	-115,302 Reduced 18.53%	506,849 $17.2 Million
Q3 2023 Oct 12, 2023	BUY	$30.88 - $33.58 $879,246 - $956,123	28,473 Added 4.8%	622,151 $19.3 Million
Q2 2023 Aug 04, 2023	BUY	$31.7 - $33.66 $708,114 - $751,897	22,338 Added 3.91%	593,678 $19.3 Million
Q1 2023 Apr 18, 2023	SELL	$29.83 - $32.71 $11.1 Million - $12.2 Million	-372,305 Reduced 39.45%	571,340 $18.4 Million
Q4 2022 Feb 07, 2023	BUY	$25.7 - $31.02 $929,569 - $1.12 Million	36,170 Added 3.99%	943,645 $22.9 Million
Q3 2022 Nov 08, 2022	BUY	$25.67 - $30.93 $2.51 Million - $3.03 Million	97,921 Added 12.1%	907,475 $22.3 Million
Q2 2022 Sep 06, 2022	BUY	$28.57 - $34.74 $23.1 Million - $28.1 Million	809,255 Added 270653.84%	809,554 $19.7 Million
Q2 2022 Aug 12, 2022	SELL	$28.57 - $34.74 $23.1 Million - $28.1 Million	-809,255 Reduced 99.96%	299 $8,000
Q1 2022 Sep 06, 2022	BUY	$31.42 - $36.91 $5.2 Million - $6.11 Million	165,555 Added 25.71%	809,554 $0
Q1 2022 Aug 08, 2022	BUY	$31.42 - $36.91 $194,018 - $227,919	6,175 Added 0.97%	643,999 $0
Q4 2021 Jan 12, 2022	BUY	$35.28 - $37.98 $1.09 Million - $1.18 Million	30,974 Added 5.1%	637,824 $23.4 Million
Q3 2021 Oct 06, 2021	BUY	$35.68 - $38.17 $1.6 Million - $1.72 Million	44,966 Added 8.0%	606,850 $22.1 Million
Q2 2021 Jul 13, 2021	BUY	$35.87 - $38.34 $7.55 Million - $8.07 Million	210,502 Added 59.91%	561,884 $20.7 Million
Q1 2021 Apr 30, 2021	SELL	$33.6 - $35.9 $2.03 Million - $2.17 Million	-60,515 Reduced 14.69%	351,382 $12.4 Million
Q4 2020 Jan 25, 2021	BUY	$28.3 - $34.03 $3.56 Million - $4.28 Million	125,846 Added 43.99%	411,897 $13.9 Million
Q3 2020 Oct 29, 2020	BUY	$27.73 - $30.19 $1.55 Million - $1.68 Million	55,761 Added 24.21%	286,051 $8.35 Million
Q2 2020 Aug 05, 2020	SELL	$22.87 - $29.3 $439,058 - $562,501	-19,198 Reduced 7.69%	230,290 $6.35 Million
Q1 2020 May 12, 2020	SELL	$20.71 - $31.78 $431,844 - $662,676	-20,852 Reduced 7.71%	249,488 $6.07 Million
Q4 2019 Jan 17, 2020	SELL	$28.52 - $31.66 $1 Million - $1.11 Million	-35,186 Reduced 11.52%	270,340 $8.49 Million
Q3 2019 Nov 07, 2019	BUY	$29.1 - $29.66 $8.7 Million - $8.87 Million	298,943 Added 4541.14%	305,526 $8.94 Million
Q1 2019 May 15, 2019	SELL	N/A	-84,482 Reduced 92.77%	6,583 $195,000
Q4 2018 Jan 23, 2019	SELL	N/A	-30,090 Reduced 24.84%	91,065 $0
Q3 2018 Oct 25, 2018	BUY	N/A	65,282 Added 116.84%	121,155 $0
Q2 2018 Aug 07, 2018	BUY	N/A	43,692 Added 358.69%	55,873 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-34,471 Reduced 73.89%	12,181 $386,000
Q1 2018 May 09, 2018	BUY	N/A	34,471 Added 282.99%	46,652 $0
Q4 2017 Jan 24, 2018	BUY	N/A	6,477 Added 113.55%	12,181 $0
Q3 2017 Oct 30, 2017	SELL	N/A	-21 Reduced 0.37%	5,704 $175,000
Q2 2017 Jun 03, 2019	BUY	N/A	1,260 Added 28.22%	5,725 $167,000
Q1 2017 Jun 03, 2019	SELL	N/A	-600 Reduced 11.85%	4,465 $124,000
Q4 2016 Jun 03, 2019	SELL	N/A	-2,224 Reduced 30.51%	5,065 $130,000
Q2 2016 Jun 03, 2019	BUY	N/A	706 Added 10.72%	7,289 $182,000
Q1 2016 Jun 03, 2019	BUY	N/A	6,583	6,583 $195,000

Others Institutions Holding SPDW

# of Institutions

957

Shares Held

487M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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