Spectrum Planning & Advisory Services Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Spectrum Planning & Advisory Services Inc.

$133 Million
Q2 2025

A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 13,086 shares of SPDW stock, worth $570,287. This represents 0.4% of its overall portfolio holdings.

Number of Shares

13,086

Previous 23,631 44.62%

Holding current value

$570,287

Previous $860,000 38.49%

% of portfolio

0.4%

Previous 0.83%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$32.66 - $40.75 $344,399 - $429,708	-10,545 Reduced 44.62%	13,086 $529,000
Q1 2025 Apr 22, 2025	BUY	$33.84 - $37.77 $228,792 - $255,362	6,761 Added 40.08%	23,631 $860,000
Q4 2024 Jan 22, 2025	BUY	$34.13 - $37.35 $2,013 - $2,203	59 Added 0.35%	16,870 $575,000
Q3 2024 Nov 08, 2024	SELL	$33.74 - $37.96 $29,185 - $32,835	-865 Reduced 4.89%	16,811 $631,000
Q2 2024 Jul 18, 2024	BUY	$34.2 - $36.64 $172,333 - $184,628	5,039 Added 39.87%	17,676 $620,000
Q4 2023 Jan 18, 2024	BUY	$29.46 - $34.07 $91,650 - $105,991	3,111 Added 32.66%	12,637 $429,000
Q2 2023 Jul 24, 2023	BUY	$31.7 - $33.66 $301,974 - $320,645	9,526 New	9,526 $309,000

Others Institutions Holding SPDW

# of Institutions

1,148

Shares Held

575M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Spectrum Planning & Advisory Services Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History