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

Treasure Coast Financial Planning

  • $174 Million
  • Q3 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 547,080 shares of SPDW stock, worth $24.2 Million. This represents 13.49% of its overall portfolio holdings.

Number of Shares
547,080
Previous 557,857 1.93%
Holding current value
$24.2 Million
Previous $22.6 Million 3.64%
% of portfolio
13.49%
Previous 13.35%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$39.8 - $42.86 $428,924 - $461,902
-10,777 Reduced 1.93%
547,080 $23.4 Million
Q2 2025

Aug 14, 2025
BUY
$32.66 - $40.75 $422,587 - $527,264
12,939 Added 2.37%
557,857 $22.6 Million
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
1,193
Shares Held
598M
Call Options Held
500
Put Options Held
13K
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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