A detailed history of Retirement Planning Group transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Retirement Planning Group holds 9,260 shares of SPDW stock, worth $326,322. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,260
Previous 9,313 0.57%
Holding current value
$326,322
Previous $326,000 6.44%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

SELL
$33.74 - $37.96 $1,788 - $2,011
-53 Reduced 0.57%
9,260 $347,000
Q1 2024

Apr 12, 2024

BUY
$32.85 - $35.9 $57,881 - $63,255
1,762 Added 23.33%
9,313 $333,000
Q4 2023

Jan 12, 2024

SELL
$29.46 - $34.07 $44,366 - $51,309
-1,506 Reduced 16.63%
7,551 $256,000
Q3 2023

Oct 24, 2023

BUY
$30.88 - $33.58 $35,512 - $38,617
1,150 Added 14.54%
9,057 $280,000
Q2 2023

Jul 24, 2023

BUY
$31.7 - $33.66 $250,651 - $266,149
7,907 New
7,907 $257,000
Q3 2020

Oct 15, 2020

SELL
$27.73 - $30.19 $205,590 - $223,828
-7,414 Closed
0 $0
Q2 2020

Aug 06, 2020

SELL
$22.87 - $29.3 $50,954 - $65,280
-2,228 Reduced 23.11%
7,414 $205,000
Q1 2020

May 05, 2020

BUY
$20.71 - $31.78 $30,174 - $46,303
1,457 Added 17.8%
9,642 $231,000
Q4 2019

Jan 29, 2020

BUY
$28.52 - $31.66 $3,821 - $4,242
134 Added 1.66%
8,185 $257,000
Q3 2019

Oct 25, 2019

SELL
$29.1 - $29.66 $120,444 - $122,762
-4,139 Reduced 33.95%
8,051 $236,000
Q2 2019

Jul 25, 2019

BUY
N/A
1,009 Added 9.02%
12,190 $361,000
Q1 2019

May 06, 2019

BUY
N/A
11,181 New
11,181 $327,000

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
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