Plante Moran Financial Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 420,962 shares of SPDW stock, worth $14.5 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

420,962

Previous 441,433 4.64%

Holding current value

$14.5 Million

Previous $15.5 Million 2.11%

% of portfolio

1.35%

Previous 1.55%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$33.74 - $37.96 $690,691 - $777,079	-20,471 Reduced 4.64%	420,962 $15.8 Million
Q2 2024 Aug 12, 2024	SELL	$34.2 - $36.64 $2.15 Million - $2.31 Million	-62,939 Reduced 12.48%	441,433 $15.5 Million
Q1 2024 May 09, 2024	SELL	$32.85 - $35.9 $426,031 - $465,587	-12,969 Reduced 2.51%	504,372 $18.1 Million
Q4 2023 Feb 05, 2024	BUY	$29.46 - $34.07 $49,492 - $57,237	1,680 Added 0.33%	517,341 $17.6 Million
Q3 2023 Nov 07, 2023	BUY	$30.88 - $33.58 $310,035 - $337,143	10,040 Added 1.99%	515,661 $16 Million
Q2 2023 Aug 07, 2023	SELL	$31.7 - $33.66 $594,058 - $630,788	-18,740 Reduced 3.57%	505,621 $16.5 Million
Q1 2023 May 08, 2023	SELL	$29.83 - $32.71 $1.71 Million - $1.88 Million	-57,422 Reduced 9.87%	524,361 $16.8 Million
Q4 2022 Feb 09, 2023	BUY	$25.7 - $31.02 $2.97 Million - $3.59 Million	115,731 Added 24.83%	581,783 $17.3 Million
Q3 2022 Nov 02, 2022	BUY	$25.67 - $30.93 $5.45 Million - $6.57 Million	212,346 Added 83.7%	466,052 $12 Million
Q2 2022 Aug 02, 2022	SELL	$28.57 - $34.74 $162,249 - $197,288	-5,679 Reduced 2.19%	253,706 $7.32 Million
Q1 2022 May 06, 2022	BUY	$31.42 - $36.91 $7.38 Million - $8.67 Million	234,976 Added 962.66%	259,385 $8.89 Million
Q4 2021 Feb 09, 2022	BUY	$35.28 - $37.98 $861,149 - $927,053	24,409 New	24,409 $890,000
Q4 2018 Jan 29, 2019	SELL	N/A	-876 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	N/A	876 New	876 $27,000

Others Institutions Holding SPDW

# of Institutions

956

Shares Held

487M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Plante Moran Financial Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History