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

Plan Group Financial, LLC

  • $295 Million
  • Q2 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 50,766 shares of SPDW stock, worth $2.18 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
50,766
Holding current value
$2.18 Million
% of portfolio
0.7%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,149
Shares Held
576M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Plan Group Financial, LLC Portfolio

Follow Plan Group Financial, 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 Plan Group Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan Group Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email