Vertex Planning Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Vertex Planning Partners, LLC

$458 Billion
Q1 2025

A detailed history of Vertex Planning Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 112,691 shares of SPDW stock, worth $4.49 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

112,691

Previous 107,096 5.22%

Holding current value

$4.49 Million

Previous $3.66 Billion 12.25%

% of portfolio

0.9%

Previous 0.81%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$33.84 - $37.77 $189,334 - $211,323	5,595 Added 5.22%	112,691 $4.1 Billion
Q4 2024 Feb 12, 2025	BUY	$34.13 - $37.35 $41,945 - $45,903	1,229 Added 1.16%	107,096 $3.66 Billion
Q3 2024 Nov 07, 2024	BUY	$33.74 - $37.96 $49,564 - $55,763	1,469 Added 1.41%	105,867 $3.98 Billion
Q2 2024 Aug 13, 2024	BUY	$34.2 - $36.64 $193,606 - $207,419	5,661 Added 5.73%	104,398 $3.66 Billion
Q1 2024 May 13, 2024	BUY	$32.85 - $35.9 $271,308 - $296,498	8,259 Added 9.13%	98,737 $3.54 Billion
Q4 2023 Feb 14, 2024	BUY	$29.46 - $34.07 $116,573 - $134,814	3,957 Added 4.57%	90,478 $3.08 Billion
Q3 2023 Nov 14, 2023	BUY	$30.88 - $33.58 $688,469 - $748,666	22,295 Added 34.71%	86,521 $2.68 Billion
Q2 2023 Aug 14, 2023	BUY	$31.7 - $33.66 $71,863 - $76,307	2,267 Added 3.66%	64,226 $2.09 Billion
Q1 2023 May 16, 2023	BUY	$29.83 - $32.71 $961,420 - $1.05 Million	32,230 Added 108.41%	61,959 $1.99 Billion
Q4 2022 Feb 06, 2023	BUY	$25.7 - $31.02 $764,035 - $922,193	29,729 New	29,729 $883 Million

Others Institutions Holding SPDW

# of Institutions

1,088

Shares Held

550M

Call Options Held

3.1K

Put Options Held

441

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Vertex Planning Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History