Waller Financial Planning Group, Inc Spdr Ser Tr Spdr Portfolio Int Transaction History

Waller Financial Planning Group, Inc

$434 Million
Q3 2025

A detailed history of Waller Financial Planning Group, Inc transactions in Spdr Ser Tr Spdr Portfolio Int stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 39,351 shares of SPTI stock, worth $1.14 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

39,351

Previous 38,277 2.81%

Holding current value

$1.14 Million

Previous $1.1 Million 3.55%

% of portfolio

0.26%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$28.38 - $29.05 $30,480 - $31,199	1,074 Added 2.81%	39,351 $1.14 Million
Q2 2025 Jul 02, 2025	SELL	$28.21 - $28.85 $67,337 - $68,864	-2,387 Reduced 5.87%	38,277 $1.1 Million
Q1 2025 Apr 02, 2025	SELL	$27.64 - $28.58 $22,968 - $23,749	-831 Reduced 2.0%	40,664 $1.16 Million
Q4 2024 Jan 03, 2025	BUY	$27.8 - $29.05 $17,931 - $18,737	645 Added 1.58%	41,495 $1.16 Million
Q3 2024 Oct 02, 2024	BUY	$27.8 - $29.26 $67,887 - $71,452	2,442 Added 6.36%	40,850 $1.19 Million
Q2 2024 Jul 02, 2024	BUY	$27.5 - $28.16 $126,555 - $129,592	4,602 Added 13.61%	38,408 $1.08 Million
Q1 2024 Apr 02, 2024	BUY	$27.94 - $28.64 $944,539 - $968,203	33,806 New	33,806 $952,000

Others Institutions Holding SPTI

# of Institutions

408

Shares Held

283M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR PORTFOLIO INT

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Waller Financial Planning Group, Inc Spdr Ser Tr Spdr Portfolio Int Transaction History