Spartan Planning & Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History

Spartan Planning & Wealth Management

$106 Million
Q4 2024

A detailed history of Spartan Planning & Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 55,995 shares of SPDW stock, worth $2 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares

55,995

Previous 102,983 45.63%

Holding current value

$2 Million

Previous $3.5 Million 45.43%

% of portfolio

1.81%

Previous 3.91%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 07, 2025	SELL	$34.13 - $37.35 $1.6 Million - $1.76 Million	-46,988 Reduced 45.63%	55,995 $1.91 Million
Q4 2023 Mar 12, 2024	SELL	$29.46 - $34.07 $2.88 Million - $3.33 Million	-97,745 Reduced 48.7%	102,983 $3.5 Million
Q3 2023 Nov 17, 2023	BUY	$30.88 - $33.58 $612,720 - $666,294	19,842 Added 10.97%	200,728 $6.22 Million
Q4 2022 Feb 01, 2023	BUY	$25.7 - $31.02 $3.03 Million - $3.66 Million	118,037 Added 187.81%	180,886 $5.37 Million
Q3 2022 Nov 01, 2022	BUY	$25.67 - $30.93 $269,072 - $324,208	10,482 Added 20.02%	62,849 $1.62 Million
Q2 2022 Aug 10, 2022	BUY	$28.57 - $34.74 $127,679 - $155,253	4,469 Added 9.33%	52,367 $1.51 Million
Q1 2022 May 16, 2022	BUY	$31.42 - $36.91 $1.5 Million - $1.77 Million	47,898 New	47,898 $0

Others Institutions Holding SPDW

# of Institutions

967

Shares Held

495M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

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Spartan Planning & Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History