Wealth Plan Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 8,404 shares of SPEM stock, worth $327,419. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,404
Holding current value
$327,419
% of portfolio
0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$36.02 - $41.68 $302,712 - $350,278
8,404 New
8,404 $346,000
Q3 2023

Nov 09, 2023
BUY
$33.36 - $36.37 $254,603 - $277,575
7,632 New
7,632 $256,000
Q4 2022

Feb 15, 2023
BUY
$30.18 - $34.51 $14,124 - $16,150
468 Added 6.92%
7,227 $238,000
Q3 2022

Dec 12, 2022
BUY
$31.04 - $35.55 $3,135 - $3,590
101 Added 1.52%
6,759 $229,000
Q1 2022

Sep 07, 2022
BUY
$35.69 - $43.02 $237,624 - $286,427
6,658 New
6,658 $242,000

Others Institutions Holding SPEM

# of Institutions
813
Shares Held
195M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email