Treasure Coast Financial Planning Spdr Ser Tr Fds Spdr Portfolio Transaction History

Treasure Coast Financial Planning

$159 Million
Q1 2025

A detailed history of Treasure Coast Financial Planning transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Treasure Coast Financial Planning holds 544,918 shares of SPDW stock, worth $20.6 Million. This represents 12.46% of its overall portfolio holdings.

Number of Shares

544,918

Previous 507,730 7.32%

Holding current value

$20.6 Million

Previous $17.3 Million 14.5%

% of portfolio

12.46%

Previous 11.48%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$33.84 - $37.77 $1.26 Million - $1.4 Million	37,188 Added 7.32%	544,918 $19.8 Million
Q4 2024 Jan 31, 2025	SELL	$34.13 - $37.35 $410,344 - $449,059	-12,023 Reduced 2.31%	507,730 $17.3 Million
Q3 2024 Nov 12, 2024	BUY	$33.74 - $37.96 $322,756 - $363,125	9,566 Added 1.87%	519,753 $19.5 Million
Q2 2024 Jul 22, 2024	SELL	$34.2 - $36.64 $371,856 - $398,386	-10,873 Reduced 2.09%	510,187 $17.9 Million
Q1 2024 Apr 26, 2024	BUY	$32.85 - $35.9 $804,562 - $879,262	24,492 Added 4.93%	521,060 $18.7 Million
Q4 2023 Feb 01, 2024	BUY	$29.46 - $34.07 $287,824 - $332,863	9,770 Added 2.01%	496,568 $16.9 Million
Q3 2023 Nov 06, 2023	BUY	$30.88 - $33.58 $115,336 - $125,421	3,735 Added 0.77%	486,798 $15.1 Million
Q2 2023 Jul 21, 2023	BUY	$31.7 - $33.66 $482,252 - $512,069	15,213 Added 3.25%	483,063 $15.7 Million
Q1 2023 May 04, 2023	SELL	$29.83 - $32.71 $112,041 - $122,858	-3,756 Reduced 0.8%	467,850 $15 Million
Q4 2022 Feb 06, 2023	SELL	$25.7 - $31.02 $318,988 - $385,020	-12,412 Reduced 2.56%	471,606 $14 Million
Q3 2022 Nov 02, 2022	BUY	$25.67 - $30.93 $752,131 - $906,249	29,300 Added 6.44%	484,018 $12.5 Million
Q2 2022 Aug 02, 2022	BUY	$28.57 - $34.74 $734,963 - $893,686	25,725 Added 6.0%	454,718 $13.1 Million
Q1 2022 May 09, 2022	BUY	$31.42 - $36.91 $503,788 - $591,814	16,034 Added 3.88%	428,993 $14.7 Million
Q4 2021 Feb 15, 2022	BUY	$35.28 - $37.98 $14.6 Million - $15.7 Million	412,959 New	412,959 $15.1 Million

Others Institutions Holding SPDW

# of Institutions

1,067

Shares Held

533M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Treasure Coast Financial Planning Spdr Ser Tr Fds Spdr Portfolio Transaction History