Sensible Financial Planning & Management, Llc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sensible Financial Planning & Management, Llc.

$501 Million
Q1 2025

A detailed history of Sensible Financial Planning & Management, Llc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sensible Financial Planning & Management, Llc. holds 191,376 shares of SPDW stock, worth $7.77 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares

191,376

Previous 253,816 24.6%

Holding current value

$7.77 Million

Previous $8.66 Million 19.56%

% of portfolio

1.39%

Previous 1.8%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$33.84 - $37.77 $2.11 Million - $2.36 Million	-62,440 Reduced 24.6%	191,376 $6.97 Million
Q4 2024 Feb 07, 2025	BUY	$34.13 - $37.35 $405,737 - $444,016	11,888 Added 4.91%	253,816 $8.66 Million
Q3 2024 Oct 28, 2024	BUY	$33.74 - $37.96 $186,615 - $209,956	5,531 Added 2.34%	241,928 $9.09 Million
Q2 2024 Jul 18, 2024	BUY	$34.2 - $36.64 $1.32 Million - $1.42 Million	38,717 Added 19.59%	236,397 $8.29 Million
Q1 2024 May 06, 2024	SELL	$32.85 - $35.9 $35,740 - $39,059	-1,088 Reduced 0.55%	197,680 $7.09 Million
Q4 2023 Feb 02, 2024	BUY	$29.46 - $34.07 $1.58 Million - $1.83 Million	53,773 Added 37.09%	198,768 $6.76 Million
Q3 2023 Oct 26, 2023	BUY	$30.88 - $33.58 $13,865 - $15,077	449 Added 0.31%	144,995 $4.5 Million
Q2 2023 Aug 03, 2023	SELL	$31.7 - $33.66 $225,450 - $239,389	-7,112 Reduced 4.69%	144,546 $4.7 Million
Q1 2023 Apr 14, 2023	SELL	$29.83 - $32.71 $47,041 - $51,583	-1,577 Reduced 1.03%	151,658 $4.87 Million
Q4 2022 Feb 01, 2023	SELL	$25.7 - $31.02 $124,593 - $150,384	-4,848 Reduced 3.07%	153,235 $4.55 Million
Q3 2022 Nov 07, 2022	BUY	$25.67 - $30.93 $398,116 - $479,693	15,509 Added 10.88%	158,083 $4.08 Million
Q2 2022 Aug 04, 2022	SELL	$28.57 - $34.74 $642,482 - $781,233	-22,488 Reduced 13.62%	142,574 $4.11 Million
Q1 2022 May 18, 2022	BUY	$31.42 - $36.91 $1.32 Million - $1.55 Million	42,044 Added 34.18%	165,062 $5.66 Million
Q4 2021 Feb 11, 2022	BUY	$35.28 - $37.98 $665,239 - $716,150	18,856 Added 18.1%	123,018 $4.49 Million
Q3 2021 Nov 09, 2021	BUY	$35.68 - $38.17 $193,028 - $206,499	5,410 Added 5.48%	104,162 $3.77 Million
Q2 2021 Jul 29, 2021	SELL	$35.87 - $38.34 $70,592 - $75,453	-1,968 Reduced 1.95%	98,752 $3.63 Million
Q1 2021 May 17, 2021	SELL	$33.6 - $35.9 $110,947 - $118,541	-3,302 Reduced 3.17%	100,720 $3.56 Million
Q4 2020 Feb 24, 2021	BUY	$28.3 - $34.03 $506,711 - $609,307	17,905 Added 20.79%	104,022 $3.51 Million
Q3 2020 Nov 06, 2020	BUY	$27.73 - $30.19 $235,011 - $255,860	8,475 Added 10.92%	86,117 $2.52 Million
Q2 2020 Aug 12, 2020	BUY	$22.87 - $29.3 $1.22 Million - $1.57 Million	53,457 Added 221.03%	77,642 $2.14 Million
Q1 2020 May 07, 2020	BUY	$20.71 - $31.78 $35,041 - $53,771	1,692 Added 7.52%	24,185 $579,000
Q4 2019 Feb 12, 2020	BUY	$28.52 - $31.66 $359,808 - $399,422	12,616 Added 127.73%	22,493 $705,000
Q3 2019 Oct 28, 2019	BUY	$29.1 - $29.66 $287,420 - $292,951	9,877 New	9,877 $290,000

Others Institutions Holding SPDW

# of Institutions

1,108

Shares Held

558M

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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Sensible Financial Planning & Management, Llc. Spdr Ser Tr Fds Spdr Portfolio Transaction History