Life Planning Partners, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History

Life Planning Partners, Inc

$129 Million
Q3 2025

A detailed history of Life Planning Partners, Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Life Planning Partners, Inc holds 86,436 shares of SPDW stock, worth $3.74 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares

86,436

Previous 87,061 0.72%

Holding current value

$3.74 Million

Previous $3.53 Million 4.91%

% of portfolio

2.87%

Previous 2.94%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$39.8 - $42.86 $24,875 - $26,787	-625 Reduced 0.72%	86,436 $3.7 Million
Q4 2024 Feb 12, 2025	SELL	$34.13 - $37.35 $98.4 Million - $108 Million	-2,884,331 Reduced 97.07%	87,061 $2.97 Million
Q4 2024 Jan 29, 2025	BUY	$34.13 - $37.35 $98.4 Million - $108 Million	2,884,331 Added 3313.0%	2,971,392 $101 Million
Q4 2023 Jan 19, 2024	SELL	$29.46 - $34.07 $1,266 - $1,465	-43 Reduced 0.05%	87,061 $2.96 Million
Q1 2022 Apr 25, 2022	BUY	$31.42 - $36.91 $112,326 - $131,953	3,575 Added 4.28%	87,104 $2.99 Million
Q4 2021 Feb 11, 2022	BUY	$35.28 - $37.98 $2.95 Million - $3.17 Million	83,529 New	83,529 $3.05 Million

Others Institutions Holding SPDW

# of Institutions

1,168

Shares Held

585M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Life Planning Partners, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History