A detailed history of Strategic Financial Partners, Ltd. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Strategic Financial Partners, Ltd. holds 399,334 shares of SPDW stock, worth $14.6 Million. This represents 7.74% of its overall portfolio holdings.

Number of Shares
399,334
Previous 391,468 2.01%
Holding current value
$14.6 Million
Previous $14 Million 0.16%
% of portfolio
7.74%
Previous 7.81%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$34.2 - $36.64 $269,017 - $288,210
7,866 Added 2.01%
399,334 $14 Million
Q1 2024

Jul 10, 2024

SELL
$32.85 - $35.9 $3.33 Million - $3.64 Million
-101,433 Reduced 20.58%
391,468 $14 Million
Q4 2023

Jul 10, 2024

BUY
$29.46 - $34.07 $2.98 Million - $3.45 Million
101,230 Added 25.85%
492,901 $16.8 Million
Q3 2023

Jul 10, 2024

SELL
$30.88 - $33.58 $5.75 Million - $6.25 Million
-186,218 Reduced 32.22%
391,671 $12.1 Million
Q2 2023

Jul 10, 2024

BUY
$31.7 - $33.66 $6.72 Million - $7.14 Million
211,998 Added 57.94%
577,889 $18.8 Million
Q1 2023

Jul 10, 2024

BUY
$29.83 - $32.71 $1.46 Million - $1.6 Million
48,943 Added 15.44%
365,891 $11.8 Million
Q4 2022

Jul 10, 2024

BUY
$25.7 - $31.02 $338,314 - $408,347
13,164 Added 4.33%
316,948 $9.41 Million
Q3 2022

Jul 10, 2024

SELL
$25.67 - $30.93 $2.53 Million - $3.05 Million
-98,679 Reduced 24.52%
303,784 $7.84 Million
Q2 2022

Jul 10, 2024

SELL
$28.57 - $34.74 $114,965 - $139,793
-4,024 Reduced 0.99%
402,463 $11.6 Million
Q1 2022

Jul 10, 2024

SELL
$31.42 - $36.91 $9.87 Million - $11.6 Million
-314,026 Reduced 43.58%
406,487 $13.9 Million
Q4 2021

Jul 09, 2024

BUY
$35.28 - $37.98 $4.71 Million - $5.07 Million
133,438 Added 22.73%
720,513 $26.3 Million
Q3 2021

Jul 09, 2024

BUY
$35.68 - $38.17 $792,488 - $847,793
22,211 Added 3.93%
587,075 $21.3 Million
Q2 2021

Jul 09, 2024

BUY
$35.87 - $38.34 $2.73 Million - $2.92 Million
76,116 Added 15.57%
564,864 $20.8 Million
Q1 2021

Jul 09, 2024

BUY
$33.6 - $35.9 $2.36 Million - $2.52 Million
70,106 Added 16.75%
488,748 $17.3 Million
Q4 2020

Jul 09, 2024

BUY
$28.3 - $34.03 $6.04 Million - $7.26 Million
213,348 Added 103.92%
418,642 $14.1 Million
Q3 2020

Jul 09, 2024

SELL
$27.73 - $30.19 $1.29 Million - $1.4 Million
-46,515 Reduced 18.47%
205,294 $6.01 Million
Q2 2020

Jul 09, 2024

SELL
$22.87 - $29.3 $879,534 - $1.13 Million
-38,458 Reduced 13.25%
251,809 $6.96 Million
Q1 2020

Jul 09, 2024

SELL
$20.71 - $31.78 $1.72 Million - $2.64 Million
-83,100 Reduced 22.26%
290,267 $6.95 Million
Q4 2019

Jul 08, 2024

BUY
$28.52 - $31.66 $10.6 Million - $11.8 Million
373,367 New
373,367 $11.7 Million

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


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