A detailed history of Phillips Financial Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Phillips Financial Management, LLC holds 31,861 shares of SPDW stock, worth $1.14 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
31,861
Previous 32,373 1.58%
Holding current value
$1.14 Million
Previous $1.16 Million 3.71%
% of portfolio
0.09%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$34.2 - $36.64 $17,510 - $18,759
-512 Reduced 1.58%
31,861 $1.12 Million
Q4 2023

Jan 25, 2024

BUY
$29.46 - $34.07 $154,134 - $178,254
5,232 Added 19.28%
32,373 $1.1 Million
Q4 2021

Feb 07, 2022

SELL
$35.28 - $37.98 $211 - $227
-6 Reduced 0.02%
27,141 $990,000
Q2 2021

Aug 10, 2021

SELL
$35.87 - $38.34 $27,440 - $29,330
-765 Reduced 2.74%
27,147 $999,000
Q1 2021

May 17, 2021

SELL
$33.6 - $35.9 $7,627 - $8,149
-227 Reduced 0.81%
27,912 $987,000
Q3 2020

Nov 06, 2020

SELL
$27.73 - $30.19 $1,136 - $1,237
-41 Reduced 0.15%
28,139 $823,000
Q2 2020

Aug 07, 2020

SELL
$22.87 - $29.3 $45,305 - $58,043
-1,981 Reduced 6.57%
28,180 $778,000
Q1 2020

May 15, 2020

SELL
$20.71 - $31.78 $2,443 - $3,750
-118 Reduced 0.39%
30,161 $690,000
Q3 2018

Nov 14, 2018

SELL
N/A
-496 Reduced 1.61%
30,279 $934,000
Q2 2018

Aug 09, 2018

SELL
N/A
-132 Reduced 0.43%
30,775 $926,000
Q2 2017

Aug 11, 2017

BUY
N/A
30,907
30,907 $919,000

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.