Zhang Financial LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Zhang Financial LLC

$1.87 Billion
Q1 2025

A detailed history of Zhang Financial LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Zhang Financial LLC holds 53,750 shares of SPDW stock, worth $2.13 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

53,750

Previous 32,212 66.86%

Holding current value

$2.13 Million

Previous $1.1 Million 79.62%

% of portfolio

0.11%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$33.84 - $37.77 $728,845 - $813,490	21,538 Added 66.86%	53,750 $1.97 Million
Q4 2024 Jan 16, 2025	SELL	$34.13 - $37.35 $42,764 - $46,799	-1,253 Reduced 3.74%	32,212 $1.1 Million
Q3 2024 Oct 15, 2024	BUY	$33.74 - $37.96 $184,287 - $207,337	5,462 Added 19.51%	33,465 $1.26 Million
Q2 2024 Jul 19, 2024	BUY	$34.2 - $36.64 $19,870 - $21,287	581 Added 2.12%	28,003 $982,000
Q1 2024 Apr 24, 2024	BUY	$32.85 - $35.9 $142,273 - $155,482	4,331 Added 18.76%	27,422 $982,000
Q4 2023 Jan 31, 2024	BUY	$29.46 - $34.07 $680,260 - $786,710	23,091 New	23,091 $785,000

Others Institutions Holding SPDW

# of Institutions

1,087

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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Zhang Financial LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History