Planwiser Financial, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Planwiser Financial, LLC

  • $126 Billion
  • Q3 2025

A detailed history of Planwiser Financial, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Planwiser Financial, LLC holds 116,441 shares of SPDW stock, worth $5.1 Million. This represents 4.03% of its overall portfolio holdings.

Number of Shares
116,441
Previous 167,471 30.47%
Holding current value
$5.1 Million
Previous $6.8 Billion 25.34%
% of portfolio
4.03%
Previous 5.8%

Shares

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

Nov 12, 2025
SELL
$39.8 - $42.86 $2.03 Million - $2.19 Million
-51,030 Reduced 30.47%
116,441 $5.08 Billion
Q2 2025

Aug 13, 2025
BUY
$32.66 - $40.75 $1.83 Million - $2.28 Million
55,892 Added 50.09%
167,471 $6.8 Billion
Q1 2025

May 08, 2025
BUY
$33.84 - $37.77 $3.78 Million - $4.21 Million
111,579 New
111,579 $4.28 Billion

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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