Valtinson Bruner Financial Planning LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Valtinson Bruner Financial Planning LLC

  • $185 Million
  • Q1 2024

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 211,204 shares of SPDW stock, worth $7.58 Million. This represents 4.08% of its overall portfolio holdings.

Number of Shares
211,204
Previous 173,860 21.48%
Holding current value
$7.58 Million
Previous $5.91 Million 28.03%
% of portfolio
4.08%
Previous 3.51%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$32.85 - $35.9 $1.23 Million - $1.34 Million
37,344 Added 21.48%
211,204 $7.57 Million
Q4 2023

Feb 06, 2024
SELL
$29.46 - $34.07 $70,144 - $81,120
-2,381 Reduced 1.35%
173,860 $5.91 Million
Q3 2023

Oct 24, 2023
SELL
$30.88 - $33.58 $299,690 - $325,893
-9,705 Reduced 5.22%
176,241 $5.47 Million
Q2 2023

Jul 24, 2023
SELL
$31.7 - $33.66 $1.24 Million - $1.32 Million
-39,220 Reduced 17.42%
185,946 $6.05 Million
Q1 2023

May 05, 2023
BUY
$29.83 - $32.71 $919,271 - $1.01 Million
30,817 Added 15.86%
225,166 $7.23 Million
Q4 2022

Jan 19, 2023
SELL
$27.34 - $31.02 $1.05 Million - $1.19 Million
-38,290 Reduced 16.46%
194,349 $0
Q3 2022

Nov 09, 2022
BUY
N/A
35,382 Added 17.94%
232,639 $6 Million
Q2 2022

Aug 08, 2022
BUY
N/A
13,594 Added 7.4%
197,257 $5.69 Million
Q1 2022

Apr 15, 2022
BUY
N/A
17,180 Added 10.32%
183,663 $6.15 Million
Q4 2021

Jan 18, 2022
BUY
N/A
16,043 Added 10.66%
166,483 $6.07 Million
Q3 2021

Oct 21, 2021
BUY
N/A
5,869 Added 4.06%
150,440 $5.63 Million
Q2 2021

Jul 28, 2021
SELL
N/A
-10,838 Reduced 6.97%
144,571 $5.3 Million
Q1 2021

Apr 16, 2021
BUY
N/A
39,026 Added 33.53%
155,409 $5.71 Million
Q4 2020

Jan 08, 2021
BUY
N/A
13,168 Added 12.76%
116,383 $4.05 Million
Q3 2020

Nov 03, 2020
BUY
N/A
76,800 Added 290.74%
103,215 $2.96 Million
Q2 2020

Aug 10, 2020
BUY
N/A
26,415 New
26,415 $769,000
Q1 2020

May 05, 2020
SELL
N/A
-215,572 Closed
0 $0
Q4 2019

Jan 07, 2020
BUY
N/A
91,800 Added 74.17%
215,572 $6.77 Million
Q3 2019

Oct 17, 2019
BUY
N/A
112,761 Added 1024.08%
123,772 $3.65 Million
Q2 2019

Jul 17, 2019
BUY
N/A
11,011 New
11,011 $326,000

Others Institutions Holding SPDW

# of Institutions
898
Shares Held
469M
Call Options Held
4.1K
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
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