Resurgent Financial Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Resurgent Financial Advisors LLC

$161 Million
Q1 2025

A detailed history of Resurgent Financial Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 12,872 shares of SPDW stock, worth $512,434. This represents 0.29% of its overall portfolio holdings.

Number of Shares

12,872

Previous 12,803 0.54%

Holding current value

$512,434

Previous $436,000 7.34%

% of portfolio

0.29%

Previous 0.26%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$33.84 - $37.77 $2,334 - $2,606	69 Added 0.54%	12,872 $468,000
Q4 2024 Feb 13, 2025	BUY	$34.13 - $37.35 $887 - $971	26 Added 0.2%	12,803 $436,000
Q3 2024 Nov 14, 2024	SELL	$33.74 - $37.96 $56,075 - $63,089	-1,662 Reduced 11.51%	12,777 $479,000
Q2 2024 Aug 14, 2024	SELL	$34.2 - $36.64 $18,194 - $19,492	-532 Reduced 3.55%	14,439 $506,000
Q1 2024 May 10, 2024	SELL	$32.85 - $35.9 $95,429 - $104,289	-2,905 Reduced 16.25%	14,971 $536,000
Q4 2023 Feb 09, 2024	SELL	$29.46 - $34.07 $4,919 - $5,689	-167 Reduced 0.93%	17,876 $607,000
Q3 2023 Nov 13, 2023	BUY	$30.88 - $33.58 $22,542 - $24,513	730 Added 4.22%	18,043 $559,000
Q2 2023 Aug 14, 2023	BUY	$31.7 - $33.66 $13,567 - $14,406	428 Added 2.53%	17,313 $563,000
Q1 2023 May 15, 2023	SELL	$29.83 - $32.71 $25,087 - $27,509	-841 Reduced 4.74%	16,885 $542,000
Q4 2022 Feb 14, 2023	SELL	$25.7 - $31.02 $124,156 - $149,857	-4,831 Reduced 21.42%	17,726 $526,000
Q3 2022 Nov 14, 2022	SELL	$25.67 - $30.93 $821 - $989	-32 Reduced 0.14%	22,557 $582,000
Q2 2022 Aug 15, 2022	BUY	$28.57 - $34.74 $93,738 - $113,981	3,281 Added 16.99%	22,589 $651,000
Q1 2022 May 16, 2022	BUY	$31.42 - $36.91 $8,609 - $10,113	274 Added 1.44%	19,308 $662,000
Q4 2021 May 16, 2022	BUY	$35.28 - $37.98 $671,519 - $722,911	19,034 New	19,034 $694,000

Others Institutions Holding SPDW

# of Institutions

1,087

Shares Held

550M

Call Options Held

3.1K

Put Options Held

441

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Resurgent Financial Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History