Truepoint, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Truepoint, Inc.

$3.91 Billion
Q2 2025

A detailed history of Truepoint, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Truepoint, Inc. holds 216,314 shares of SPDW stock, worth $9.36 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

216,314

Previous 75,739 185.6%

Holding current value

$9.36 Million

Previous $2.76 Million 217.66%

% of portfolio

0.22%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$32.66 - $40.75 $4.59 Million - $5.73 Million	140,575 Added 185.6%	216,314 $8.76 Million
Q1 2025 May 12, 2025	SELL	$33.84 - $37.77 $1.02 Million - $1.14 Million	-30,289 Reduced 28.57%	75,739 $2.76 Million
Q4 2024 Feb 11, 2025	BUY	$34.13 - $37.35 $3.62 Million - $3.96 Million	106,028 New	106,028 $3.62 Million
Q3 2022 Nov 14, 2022	BUY	$25.67 - $30.93 $432,744 - $521,417	16,858 New	16,858 $435,000
Q1 2020 May 13, 2020	SELL	$20.71 - $31.78 $227,665 - $349,357	-10,993 Closed	0 $0
Q4 2019 Jan 27, 2020	SELL	$28.52 - $31.66 $8,014 - $8,896	-281 Reduced 2.49%	10,993 $345,000
Q3 2019 Nov 07, 2019	BUY	$29.1 - $29.66 $32,708 - $33,337	1,124 Added 11.07%	11,274 $331,000
Q2 2019 Aug 08, 2019	BUY	N/A	2,039 Added 25.14%	10,150 $300,000
Q1 2019 May 15, 2019	BUY	N/A	8,111 New	8,111 $237,000

Others Institutions Holding SPDW

# of Institutions

1,161

Shares Held

579M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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