Intrepid Financial Planning Group LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Intrepid Financial Planning Group LLC

  • $206 Million
  • Q1 2025

A detailed history of Intrepid Financial Planning Group LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 11,450 shares of SPDW stock, worth $455,824. This represents 0.2% of its overall portfolio holdings.

Number of Shares
11,450
Previous 11,974 4.38%
Holding current value
$455,824
Previous $408,000 1.96%
% of portfolio
0.2%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$33.84 - $37.77 $17,732 - $19,791
-524 Reduced 4.38%
11,450 $416,000
Q4 2024

Feb 10, 2025
BUY
$34.13 - $37.35 $127,816 - $139,875
3,745 Added 45.51%
11,974 $408,000
Q3 2024

Nov 04, 2024
BUY
$33.74 - $37.96 $277,646 - $312,372
8,229 New
8,229 $309,000

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

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