Retirement Planning Group Spdr Ser Tr Fds Spdr Portfolio Transaction History

Retirement Planning Group

$1.51 Billion
Q1 2025

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 11,671 shares of SPDW stock, worth $464,622. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,671

Previous 10,435 11.84%

Holding current value

$464,622

Previous $356,000 20.22%

% of portfolio

0.03%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$33.84 - $37.77 $41,826 - $46,683	1,236 Added 11.84%	11,671 $428,000
Q4 2024 Feb 18, 2025	BUY	$34.13 - $37.35 $40,102 - $43,886	1,175 Added 12.69%	10,435 $356,000
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

# 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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Retirement Planning Group Spdr Ser Tr Fds Spdr Portfolio Transaction History