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

Sensible Financial Planning & Management, Llc.

  • $463 Million
  • Q2 2024

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 236,397 shares of SPDW stock, worth $8.32 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
236,397
Previous 197,680 19.59%
Holding current value
$8.32 Million
Previous $7.09 Million 17.05%
% of portfolio
1.79%
Previous 1.57%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$27.34 - $31.02 $132,544 - $150,384
-4,848 Reduced 3.07%
153,235 $4.55 Million
Q3 2022

Nov 07, 2022
BUY
N/A
15,509 Added 10.88%
158,083 $4.08 Million
Q2 2022

Aug 04, 2022
SELL
N/A
-22,488 Reduced 13.62%
142,574 $4.11 Million
Q1 2022

May 18, 2022
BUY
N/A
42,044 Added 34.18%
165,062 $5.66 Million
Q4 2021

Feb 11, 2022
BUY
N/A
18,856 Added 18.1%
123,018 $4.49 Million
Q3 2021

Nov 09, 2021
BUY
N/A
5,410 Added 5.48%
104,162 $3.77 Million
Q2 2021

Jul 29, 2021
SELL
N/A
-1,968 Reduced 1.95%
98,752 $3.63 Million
Q1 2021

May 17, 2021
SELL
N/A
-3,302 Reduced 3.17%
100,720 $3.56 Million
Q4 2020

Feb 24, 2021
BUY
N/A
17,905 Added 20.79%
104,022 $3.51 Million
Q3 2020

Nov 06, 2020
BUY
N/A
8,475 Added 10.92%
86,117 $2.52 Million
Q2 2020

Aug 12, 2020
BUY
N/A
53,457 Added 221.03%
77,642 $2.14 Million
Q1 2020

May 07, 2020
BUY
N/A
1,692 Added 7.52%
24,185 $579,000
Q4 2019

Feb 12, 2020
BUY
N/A
12,616 Added 127.73%
22,493 $705,000
Q3 2019

Oct 28, 2019
BUY
N/A
9,877 New
9,877 $290,000

Others Institutions Holding SPDW

# of Institutions
896
Shares Held
480M
Call Options Held
4.1K
Put Options Held
200
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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