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

Spectrum Planning & Advisory Services Inc.

  • $148 Million
  • Q3 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 14,424 shares of SPDW stock, worth $631,194. This represents 0.42% of its overall portfolio holdings.

Number of Shares
14,424
Previous 13,086 10.22%
Holding current value
$631,194
Previous $529,000 16.64%
% of portfolio
0.42%
Previous 0.4%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$39.8 - $42.86 $53,252 - $57,346
1,338 Added 10.22%
14,424 $617,000
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
1,193
Shares Held
609M
Call Options Held
5.2K
Put Options Held
13K
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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