Vested Financial Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Vested Financial Planning, LLC

  • $112 Billion
  • Q2 2025

A detailed history of Vested Financial Planning, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vested Financial Planning, LLC holds 128,197 shares of SPDW stock, worth $5.55 Million. This represents 4.62% of its overall portfolio holdings.

Number of Shares
128,197
Previous 130,548 1.8%
Holding current value
$5.55 Million
Previous $4.75 Billion 9.2%
% of portfolio
4.62%
Previous 4.75%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$32.66 - $40.75 $76,783 - $95,803
-2,351 Reduced 1.8%
128,197 $5.19 Billion
Q1 2025

Apr 29, 2025
BUY
$33.84 - $37.77 $8,730 - $9,744
258 Added 0.2%
130,548 $4.75 Billion
Q4 2024

Jan 28, 2025
BUY
$34.13 - $37.35 $4.45 Million - $4.87 Million
130,290 New
130,290 $4.45 Billion

Others Institutions Holding SPDW

# of Institutions
1,150
Shares Held
577M
Call Options Held
500
Put Options Held
200
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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