Strategic Financial Planning, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Strategic Financial Planning, Inc.

$145 Million
Q1 2025

A detailed history of Strategic Financial Planning, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 376,383 shares of SPDW stock, worth $15 Million. This represents 9.45% of its overall portfolio holdings.

Number of Shares

376,383

Previous 376,772 0.1%

Holding current value

$15 Million

Previous $12.9 Million 6.57%

% of portfolio

9.45%

Previous 8.76%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$33.84 - $37.77 $13,163 - $14,692	-389 Reduced 0.1%	376,383 $13.7 Million
Q4 2024 Feb 13, 2025	BUY	$34.13 - $37.35 $728,027 - $796,712	21,331 Added 6.0%	376,772 $12.9 Million
Q3 2024 Oct 25, 2024	SELL	$33.74 - $37.96 $790,966 - $889,896	-23,443 Reduced 6.19%	355,441 $13.4 Million
Q2 2024 Aug 09, 2024	BUY	$34.2 - $36.64 $1.13 Million - $1.21 Million	33,102 Added 9.57%	378,884 $13.3 Million
Q1 2024 Apr 22, 2024	BUY	$32.85 - $35.9 $3,383 - $3,697	103 Added 0.03%	345,782 $12.4 Million
Q4 2023 Feb 12, 2024	BUY	$29.46 - $34.07 $277,601 - $321,041	9,423 Added 2.8%	345,679 $11.8 Million
Q3 2023 Nov 09, 2023	BUY	$30.88 - $33.58 $169,191 - $183,984	5,479 Added 1.66%	336,256 $10.4 Million
Q2 2023 Aug 10, 2023	BUY	$31.7 - $33.66 $141,952 - $150,729	4,478 Added 1.37%	330,777 $10.8 Million
Q1 2023 May 10, 2023	BUY	$29.83 - $32.71 $283,802 - $311,202	9,514 Added 3.0%	326,299 $10.5 Million
Q4 2022 Feb 14, 2023	SELL	$25.7 - $31.02 $205,934 - $248,563	-8,013 Reduced 2.47%	316,785 $9.41 Million
Q3 2022 Nov 14, 2022	SELL	$25.67 - $30.93 $181,640 - $218,860	-7,076 Reduced 2.13%	324,798 $8.38 Million
Q2 2022 Aug 03, 2022	BUY	$28.57 - $34.74 $318,726 - $387,559	11,156 Added 3.48%	331,874 $9.57 Million
Q1 2022 May 05, 2022	SELL	$31.42 - $36.91 $1.33 Million - $1.56 Million	-42,270 Reduced 11.65%	320,718 $11 Million
Q4 2021 Feb 07, 2022	SELL	$35.28 - $37.98 $418,561 - $450,594	-11,864 Reduced 3.16%	362,988 $13.2 Million
Q3 2021 Nov 09, 2021	SELL	$35.68 - $38.17 $33,574 - $35,917	-941 Reduced 0.25%	374,852 $13.6 Million
Q2 2021 Aug 06, 2021	SELL	$35.87 - $38.34 $215,148 - $229,963	-5,998 Reduced 1.57%	375,793 $13.8 Million
Q1 2021 May 07, 2021	BUY	$33.6 - $35.9 $1.99 Million - $2.12 Million	59,161 Added 18.34%	381,791 $13.5 Million
Q4 2020 Feb 11, 2021	BUY	$28.3 - $34.03 $349,222 - $419,930	12,340 Added 3.98%	322,630 $10.9 Million
Q3 2020 Nov 09, 2020	BUY	$27.73 - $30.19 $240,419 - $261,747	8,670 Added 2.87%	310,290 $9.08 Million
Q2 2020 Aug 07, 2020	SELL	$22.87 - $29.3 $883,536 - $1.13 Million	-38,633 Reduced 11.35%	301,620 $8.33 Million
Q1 2020 Apr 21, 2020	BUY	$20.71 - $31.78 $4.18 Million - $6.41 Million	201,779 Added 145.72%	340,253 $8.15 Million
Q4 2019 Feb 13, 2020	BUY	$28.52 - $31.66 $3.95 Million - $4.38 Million	138,474 New	138,474 $4.34 Million

Others Institutions Holding SPDW

# of Institutions

1,087

Shares Held

550M

Call Options Held

3.1K

Put Options Held

441

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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Strategic Financial Planning, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History