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

Vested Financial Planning, LLC

$100 Billion
Q1 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 130,548 shares of SPDW stock, worth $4.94 Million. This represents 4.75% of its overall portfolio holdings.

Number of Shares

130,548

Previous 130,290 0.2%

Holding current value

$4.94 Million

Previous $4.45 Billion 6.89%

% of portfolio

4.75%

Previous 4.21%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

1,065

Shares Held

548M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

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