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

Plante Moran Financial Advisors, LLC

  • $1.16 Billion
  • Q1 2025

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 337,496 shares of SPDW stock, worth $13.4 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
337,496
Previous 396,934 14.97%
Holding current value
$13.4 Million
Previous $13.5 Million 9.29%
% of portfolio
1.06%
Previous 1.13%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$33.84 - $37.77 $2.01 Million - $2.24 Million
-59,438 Reduced 14.97%
337,496 $12.3 Million
Q4 2024

Feb 05, 2025
SELL
$34.13 - $37.35 $820,075 - $897,445
-24,028 Reduced 5.71%
396,934 $13.5 Million
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
1,088
Shares Held
550M
Call Options Held
3.1K
Put Options Held
441
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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