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

Intrepid Financial Planning Group LLC

$235 Million
Q3 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 11,829 shares of SPDW stock, worth $517,637. This represents 0.22% of its overall portfolio holdings.

Number of Shares

11,829

Previous 11,528 2.61%

Holding current value

$517,637

Previous $466,000 8.58%

% of portfolio

0.22%

Previous 0.21%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$39.8 - $42.86 $11,979 - $12,900	301 Added 2.61%	11,829 $506,000
Q2 2025 Aug 11, 2025	BUY	$32.66 - $40.75 $2,547 - $3,178	78 Added 0.68%	11,528 $466,000
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

1,193

Shares Held

609M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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