Plan Group Financial, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Plan Group Financial, LLC

  • $355 Million
  • Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Plan Group Financial, LLC holds 11,287 shares of SPDW stock, worth $493,919. This represents 0.14% of its overall portfolio holdings.

Number of Shares
11,287
Previous 50,766 77.77%
Holding current value
$493,919
Previous $2.06 Million 76.55%
% of portfolio
0.14%
Previous 0.7%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$39.8 - $42.86 $1.57 Million - $1.69 Million
-39,479 Reduced 77.77%
11,287 $482,000
Q2 2025

Aug 13, 2025
BUY
$32.66 - $40.75 $1.66 Million - $2.07 Million
50,766 New
50,766 $2.06 Million

Others Institutions Holding SPDW

# of Institutions
1,191
Shares Held
608M
Call Options Held
5.2K
Put Options Held
13K
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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