Pinnacle Family Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Pinnacle Family Advisors, LLC

$162 Million
Q1 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 57,881 shares of SPDW stock, worth $2.38 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

57,881

Previous 11,919 385.62%

Holding current value

$2.38 Million

Previous $406,000 418.97%

% of portfolio

1.3%

Previous 0.22%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$33.84 - $37.77 $1.56 Million - $1.74 Million	45,962 Added 385.62%	57,881 $2.11 Million
Q4 2024 Feb 14, 2025	BUY	$34.13 - $37.35 $3,378 - $3,697	99 Added 0.84%	11,919 $406,000
Q3 2024 Nov 14, 2024	SELL	$33.74 - $37.96 $944 - $1,062	-28 Reduced 0.24%	11,820 $443,000
Q2 2024 Aug 14, 2024	SELL	$34.2 - $36.64 $27,120 - $29,055	-793 Reduced 6.27%	11,848 $415,000
Q1 2024 May 15, 2024	BUY	$32.85 - $35.9 $394 - $430	12 Added 0.1%	12,641 $453,000
Q4 2023 Feb 14, 2024	SELL	$29.46 - $34.07 $3,505 - $4,054	-119 Reduced 0.93%	12,629 $429,000
Q3 2023 Nov 14, 2023	SELL	$30.88 - $33.58 $3,458 - $3,760	-112 Reduced 0.87%	12,748 $395,000
Q2 2023 Aug 14, 2023	SELL	$31.7 - $33.66 $16,167 - $17,166	-510 Reduced 3.81%	12,860 $418,000
Q1 2023 May 15, 2023	SELL	$29.83 - $32.71 $16,764 - $18,383	-562 Reduced 4.03%	13,370 $429,000
Q4 2022 Feb 10, 2023	SELL	$25.7 - $31.02 $5,345 - $6,452	-208 Reduced 1.47%	13,932 $413,000
Q3 2022 Nov 14, 2022	SELL	$25.67 - $30.93 $10,755 - $12,959	-419 Reduced 2.88%	14,140 $365,000
Q2 2022 Aug 15, 2022	SELL	$28.57 - $34.74 $404,551 - $491,918	-14,160 Reduced 49.31%	14,559 $420,000
Q1 2022 May 16, 2022	SELL	$31.42 - $36.91 $17,815 - $20,927	-567 Reduced 1.94%	28,719 $984,000
Q4 2021 Feb 14, 2022	BUY	$35.28 - $37.98 $408,295 - $439,542	11,573 Added 65.34%	29,286 $1.07 Million
Q3 2021 Nov 12, 2021	BUY	$35.68 - $38.17 $163,343 - $174,742	4,578 Added 34.85%	17,713 $641,000
Q2 2021 Aug 16, 2021	SELL	$35.87 - $38.34 $23,530 - $25,151	-656 Reduced 4.76%	13,135 $483,000
Q1 2021 May 14, 2021	SELL	$33.6 - $35.9 $28,761 - $30,730	-856 Reduced 5.84%	13,791 $488,000
Q4 2020 Feb 16, 2021	BUY	$28.3 - $34.03 $414,510 - $498,437	14,647 New	14,647 $494,000

Others Institutions Holding SPDW

# of Institutions

1,125

Shares Held

583M

Call Options Held

3.1K

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Pinnacle Family Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History