Wealth Plan Partners, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Wealth Plan Partners, LLC

$591 Million
Q3 2025

A detailed history of Wealth Plan Partners, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 47,328 shares of SPLG stock, worth $3.74 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

47,328

Previous 41,987 12.72%

Holding current value

$3.74 Million

Previous $3.05 Million 21.46%

% of portfolio

0.63%

Previous 0.55%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$72.65 - $78.68 $388,023 - $420,229	5,341 Added 12.72%	47,328 $3.71 Million
Q2 2025 Jul 28, 2025	SELL	$58.41 - $72.69 $2.45 Million - $3.05 Million	-41,991 Reduced 50.0%	41,987 $3.05 Million
Q1 2025 May 09, 2025	SELL	$64.88 - $72.1 $462,853 - $514,361	-7,134 Reduced 7.83%	83,978 $5.52 Billion
Q4 2024 Jan 30, 2025	SELL	$66.77 - $71.52 $407,430 - $436,415	-6,102 Reduced 6.28%	91,112 $6.28 Billion
Q3 2024 Nov 05, 2024	SELL	$60.84 - $67.51 $753,320 - $835,908	-12,382 Reduced 11.3%	97,214 $6.56 Billion

Q2 2024 Aug 09, 2024	SELL	$58.24 - $64.51 $1.09 Million - $1.2 Million	-18,662 Reduced 14.55%	109,596 $7.01 Billion
Q1 2024 May 07, 2024	SELL	$54.97 - $61.53 $2.36 Million - $2.64 Million	-42,978 Reduced 25.1%	128,258 $7.89 Billion
Q4 2023 Jan 05, 2024	BUY	$48.29 - $56.08 $2.81 Million - $3.26 Million	58,129 Added 51.39%	171,236 $9.57 Billion
Q3 2023 Nov 01, 2023	BUY	$50.09 - $53.81 $1.63 Million - $1.75 Million	32,572 Added 40.44%	113,107 $5.68 Billion
Q2 2023 Jul 31, 2023	SELL	$47.56 - $52.11 $1.75 Million - $1.92 Million	-36,900 Reduced 31.42%	80,535 $4.2 Billion
Q1 2023 May 10, 2023	BUY	$44.61 - $48.99 $142,395 - $156,376	3,192 Added 2.79%	117,435 $5.65 Billion
Q4 2022 Feb 16, 2023	BUY	$41.93 - $47.9 $709,707 - $810,755	16,926 Added 17.39%	114,243 $5.55 Billion
Q1 2022 May 03, 2022	BUY	$48.98 - $56.19 $682,242 - $782,670	13,929 Added 16.7%	97,317 $4.72 Million
Q4 2021 Feb 01, 2022	BUY	$50.43 - $56.16 $566,732 - $631,126	11,238 Added 15.58%	83,388 $4.41 Million
Q3 2021 Dec 09, 2021	BUY	$49.95 - $53.29 $473,276 - $504,922	9,475 Added 15.12%	72,150 $0
Q2 2021 Aug 19, 2021	BUY	$47.08 - $50.33 $172,736 - $184,660	3,669 Added 6.22%	62,675 $3.27 Million
Q1 2021 May 11, 2021	BUY	$43.36 - $46.72 $93,310 - $100,541	2,152 Added 3.79%	59,006 $2.88 Million
Q4 2020 Feb 09, 2021	BUY	$38.37 - $43.96 $68,797 - $78,820	1,793 Added 3.26%	56,854 $2.58 Million
Q3 2020 Dec 18, 2020	BUY	$36.49 - $42.03 $120,964 - $139,329	3,315 Added 6.41%	55,061 $2.29 Million
Q2 2020 Aug 19, 2020	SELL	$28.91 - $37.99 $5,637 - $7,408	-195 Reduced 0.38%	51,746 $2.05 Million
Q1 2020 May 15, 2020	BUY	$26.14 - $39.79 $135,352 - $206,032	5,178 Added 11.07%	51,941 $1.74 Million
Q4 2019 Feb 14, 2020	BUY	$33.81 - $37.94 $175,068 - $196,453	5,178 Added 12.45%	46,763 $1.86 Million
Q3 2019 Nov 15, 2019	BUY	$34.66 - $35.37 $152,850 - $155,981	4,410 Added 11.86%	41,585 $1.51 Million
Q2 2019 Aug 19, 2019	BUY	N/A	7,380 Added 24.77%	37,175 $1.28 Million
Q1 2019 May 16, 2019	BUY	N/A	5,954 Added 24.97%	29,795 $1 Million
Q4 2018 Feb 20, 2019	BUY	N/A	2,058 Added 9.45%	23,841 $778,000
Q3 2018 Nov 21, 2018	BUY	N/A	5,238 Added 31.66%	21,783 $672,000
Q2 2018 Aug 16, 2018	BUY	N/A	2,686 Added 19.38%	16,545 $527,000
Q1 2018 May 16, 2018	BUY	N/A	13,859 New	13,859 $429,000

Others Institutions Holding SPLG

# of Institutions

1,560

Shares Held

820M

Call Options Held

1.05M

Put Options Held

1.54M

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

More about SPLG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Account

Wealth Plan Partners, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History