Olio Financial Planning Spdr Ser Tr Fds Spdr Portfolio Transaction History

Olio Financial Planning

$340 Million
Q3 2025

A detailed history of Olio Financial Planning transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Olio Financial Planning holds 7,758 shares of SPDW stock, worth $339,490. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,758

Previous 7,758 -0.0%

Holding current value

$339,490

Previous $314,000 5.41%

% of portfolio

0.1%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	$32.66 - $40.75 $7,315 - $9,128	-224 Reduced 2.81%	7,758 $314,000
Q1 2025 Apr 11, 2025	BUY	$33.84 - $37.77 $18,341 - $20,471	542 Added 7.28%	7,982 $293,000
Q4 2024 Jan 21, 2025	SELL	$34.13 - $37.35 $13,788 - $15,089	-404 Reduced 5.15%	7,440 $253,000
Q4 2023 Jan 10, 2024	SELL	$29.46 - $34.07 $6,333 - $7,325	-215 Reduced 2.67%	7,844 $266,000
Q3 2023 Oct 19, 2023	BUY	$30.88 - $33.58 $49,562 - $53,895	1,605 Added 24.87%	8,059 $249,000

Q2 2023 Jul 13, 2023	BUY	$31.7 - $33.66 $204,591 - $217,241	6,454 New	6,454 $210,000

Others Institutions Holding SPDW

# of Institutions

1,190

Shares Held

608M

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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Industry ETFs

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Olio Financial Planning Spdr Ser Tr Fds Spdr Portfolio Transaction History