Partners In Financial Planning Spdr Ser Tr Fds Spdr Portfolio Transaction History

Partners In Financial Planning

$498 Billion
Q1 2025

A detailed history of Partners In Financial Planning transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Partners In Financial Planning holds 213,941 shares of SPDW stock, worth $8.63 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares

213,941

Previous 215,265 0.62%

Holding current value

$8.63 Million

Previous $7.35 Billion 6.02%

% of portfolio

1.57%

Previous 1.5%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$33.84 - $37.77 $44,804 - $50,007	-1,324 Reduced 0.62%	213,941 $7.79 Billion
Q4 2024 Feb 12, 2025	BUY	$34.13 - $37.35 $7.35 Million - $8.04 Million	215,265 New	215,265 $7.35 Billion
Q3 2024 Feb 26, 2025	SELL	$33.74 - $37.96 $402,282 - $452,597	-11,923 Reduced 5.13%	220,558 $8.28 Billion
Q2 2024 Feb 26, 2025	BUY	$34.2 - $36.64 $38,748 - $41,513	1,133 Added 0.49%	232,481 $8.16 Billion
Q1 2024 Feb 26, 2025	SELL	$32.85 - $35.9 $89,450 - $97,755	-2,723 Reduced 1.16%	231,348 $8.29 Billion
Q4 2023 Feb 26, 2025	SELL	$29.46 - $34.07 $83,165 - $96,179	-2,823 Reduced 1.19%	234,071 $7.96 Billion
Q3 2023 Mar 04, 2025	BUY	$30.88 - $33.58 $673,029 - $731,876	21,795 Added 10.12%	237,060 $7.35 Billion
Q2 2023 Feb 26, 2025	BUY	$31.7 - $33.66 $36,772 - $39,045	1,160 Added 0.49%	236,894 $7.71 Billion
Q1 2023 Feb 26, 2025	BUY	$29.83 - $32.71 $610,590 - $669,540	20,469 Added 9.51%	235,734 $7.57 Billion
Q4 2022 May 05, 2025	BUY	$25.7 - $31.02 $1.3 Million - $1.57 Million	50,625 Added 27.13%	237,212 $7.08 Billion
Q3 2022 May 05, 2025	BUY	$25.67 - $30.93 $1.12 Million - $1.34 Million	43,461 Added 30.37%	186,587 $5.57 Billion
Q2 2022 May 05, 2025	BUY	$28.57 - $34.74 $196,218 - $238,594	6,868 Added 5.04%	143,126 $4.14 Billion
Q1 2022 May 05, 2025	SELL	$31.42 - $36.91 $16,526 - $19,414	-526 Reduced 0.38%	136,258 $4.46 Billion
Q4 2021 May 05, 2025	SELL	$35.28 - $37.98 $2.72 Million - $2.93 Million	-77,157 Reduced 36.06%	136,784 $4.79 Billion
Q2 2021 May 05, 2025	SELL	$35.87 - $38.34 $2.91 Million - $3.11 Million	-81,141 Reduced 37.93%	132,800 $4.89 Billion

Others Institutions Holding SPDW

# of Institutions

1,109

Shares Held

558M

Call Options Held

3.1K

Put Options Held

441

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Partners In Financial Planning Spdr Ser Tr Fds Spdr Portfolio Transaction History