Plan A Wealth LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Plan A Wealth LLC

$197 Billion
Q3 2025

A detailed history of Plan A Wealth LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Plan A Wealth LLC holds 22,156 shares of SPDW stock, worth $959,576. This represents 0.48% of its overall portfolio holdings.

Number of Shares

22,156

Previous 50,500 56.13%

Holding current value

$959,576

Previous $2.04 Billion 53.64%

% of portfolio

0.48%

Previous 1.16%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$39.8 - $42.86 $1.13 Million - $1.21 Million	-28,344 Reduced 56.13%	22,156 $948 Million
Q2 2025 Nov 06, 2025	SELL	$32.66 - $40.75 $1.45 Million - $1.81 Million	-44,431 Reduced 46.8%	50,500 $2.04 Billion
Q1 2025 Nov 06, 2025	SELL	$33.84 - $37.77 $1.04 Million - $1.16 Million	-30,664 Reduced 24.41%	94,931 $3.46 Billion
Q4 2024 Nov 06, 2025	BUY	$34.13 - $37.35 $4.29 Million - $4.69 Million	125,595 New	125,595 $4.29 Billion

Others Institutions Holding SPDW

# of Institutions

1,178

Shares Held

585M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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