Olio Financial Planning Spdr Ser Tr Fds Spdr Portfolio Transaction History

Olio Financial Planning

  • $288 Million
  • Q1 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 7,982 shares of SPDW stock, worth $302,198. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,982
Previous 7,440 7.28%
Holding current value
$302,198
Previous $253,000 15.81%
% of portfolio
0.1%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,076
Shares Held
526M
Call Options Held
2.4K
Put Options Held
2.1K
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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