Wealth Plan Investment Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 5,770 shares of SPYV stock, worth $324,100. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,770

Previous 5,713 1.0%

Holding current value

$324,100

Previous $299,000 6.69%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$52.12 - $55.33 $2,970 - $3,153	57 Added 1.0%	5,770 $319,000
Q2 2025 Jul 28, 2025	BUY	$45.11 - $52.34 $1,488 - $1,727	33 Added 0.58%	5,713 $299,000
Q1 2025 May 09, 2025	SELL	$49.78 - $53.19 $10,802 - $11,542	-217 Reduced 3.68%	5,680 $290,000
Q4 2024 Jan 30, 2025	BUY	$51.09 - $55.27 $11,086 - $11,993	217 Added 3.82%	5,897 $301,000
Q3 2024 Nov 05, 2024	BUY	$48.51 - $52.86 $275,536 - $300,244	5,680 New	5,680 $300,000

Q3 2023 Nov 09, 2023	BUY	$41.15 - $44.69 $597,662 - $649,077	14,524 New	14,524 $599,000
Q4 2022 Feb 15, 2023	SELL	$34.79 - $40.71 $330,609 - $386,867	-9,503 Reduced 39.54%	14,529 $565,000
Q3 2022 Dec 12, 2022	BUY	$34.49 - $40.43 $44,216 - $51,831	1,282 Added 5.64%	24,032 $951,000
Q1 2022 Sep 07, 2022	BUY	$39.54 - $42.64 $899,535 - $970,060	22,750 New	22,750 $903,000

Others Institutions Holding SPYV

# of Institutions

1,179

Shares Held

475M

Call Options Held

127K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Wealth Plan Investment Management, LLC Spdr Portfolio S&P 500 Value E Transaction History