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 519,753 shares of SPDW stock, worth $18.2 Million. This represents 12.05% of its overall portfolio holdings.

Number of Shares
519,753
Previous 510,187 1.87%
Holding current value
$18.2 Million
Previous $17.9 Million 9.07%
% of portfolio
12.05%
Previous 11.8%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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