Wealth Plan Investment Management, LLC Spdr Portfolio Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 47,744 shares of SPYG stock, worth $3.93 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

47,744

Previous 47,356 0.82%

Holding current value

$3.93 Million

Previous $3.93 Million 6.85%

% of portfolio

0.44%

Previous 0.43%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$81.74 - $91.38 $31,715 - $35,455	388 Added 0.82%	47,744 $4.2 Million
Q3 2024 Nov 05, 2024	BUY	$73.38 - $84.1 $274,808 - $314,954	3,745 Added 8.59%	47,356 $3.93 Million
Q2 2024 Aug 09, 2024	BUY	$68.71 - $80.95 $105,744 - $124,582	1,539 Added 3.66%	43,611 $3.49 Million
Q1 2024 May 16, 2024	BUY	$63.12 - $73.73 $698,296 - $815,674	11,063 Added 35.68%	42,072 $3.08 Million
Q4 2023 Jan 05, 2024	BUY	$57.02 - $65.3 $47,098 - $53,937	826 Added 2.74%	31,009 $2.02 Million
Q3 2023 Nov 15, 2023	SELL	$58.97 - $62.89 $2.1 Million - $2.24 Million	-35,577 Reduced 54.1%	30,183 $1.79 Million
Q3 2023 Nov 09, 2023	BUY	$58.97 - $62.89 $2.68 Million - $2.85 Million	45,368 Added 222.48%	65,760 $3.9 Million
Q2 2023 Aug 14, 2023	BUY	$54.76 - $61.01 $967,992 - $1.08 Million	17,677 Added 651.09%	20,392 $1.24 Million
Q2 2023 Jul 25, 2023	SELL	$54.76 - $61.01 $1.53 Million - $1.71 Million	-27,961 Reduced 91.15%	2,715 $165,000
Q1 2023 May 08, 2023	SELL	$49.61 - $55.36 $3.01 Million - $3.36 Million	-60,735 Reduced 66.44%	30,676 $1.7 Million
Q4 2022 Feb 15, 2023	BUY	$49.14 - $55.07 $3.72 Million - $4.17 Million	75,803 Added 485.67%	91,411 $4.63 Million
Q3 2022 Dec 12, 2022	BUY	$50.1 - $61.86 $213,576 - $263,709	4,263 Added 37.58%	15,608 $821,000
Q1 2022 Sep 07, 2022	BUY	$59.17 - $73.03 $671,283 - $828,525	11,345 New	11,345 $656,000

Others Institutions Holding SPYG

# of Institutions

1,225

Shares Held

323M

Call Options Held

1.22M

Put Options Held

95.9K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

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.

Account

Wealth Plan Investment Management, LLC Spdr Portfolio Transaction History