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

Strategic Financial Planning, Inc.

  • $155 Million
  • Q2 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 378,855 shares of SPDW stock, worth $16.4 Million. This represents 9.92% of its overall portfolio holdings.

Number of Shares
378,855
Previous 376,383 0.66%
Holding current value
$16.4 Million
Previous $13.7 Million 11.93%
% of portfolio
9.92%
Previous 9.45%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$32.66 - $40.75 $80,735 - $100,734
2,472 Added 0.66%
378,855 $15.3 Million
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
1,162
Shares Held
578M
Call Options Held
500
Put Options Held
200
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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