Upper Left Wealth Management, LLC Spdr Ser Tr Ftse Intl Govt Inf Transaction History

Upper Left Wealth Management, LLC

$112 Million
Q4 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Ser Tr Ftse Intl Govt Inf stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 36,040 shares of WIP stock, worth $1.35 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

36,040

Previous 41,164 12.45%

Holding current value

$1.35 Million

Previous $1.66 Million 21.41%

% of portfolio

1.17%

Previous 1.44%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$36.06 - $39.96 $184,771 - $204,755	-5,124 Reduced 12.45%	36,040 $1.3 Million
Q3 2024 Nov 13, 2024	SELL	$37.78 - $40.34 $2.77 Million - $2.96 Million	-73,373 Reduced 64.06%	41,164 $1.66 Million
Q2 2024 Jul 25, 2024	BUY	$38.36 - $40.01 $183,322 - $191,207	4,779 Added 4.35%	114,537 $4.41 Million
Q1 2024 Apr 23, 2024	BUY	$39.64 - $41.29 $363,221 - $378,340	9,163 Added 9.11%	109,758 $4.39 Million
Q4 2023 Jan 23, 2024	BUY	$37.6 - $42.37 $103,926 - $117,110	2,764 Added 2.83%	100,595 $4.22 Million
Q3 2023 Oct 25, 2023	BUY	$38.64 - $42.65 $65,726 - $72,547	1,701 Added 1.77%	97,831 $3.81 Million
Q2 2023 Jul 25, 2023	BUY	$40.57 - $43.22 $15,903 - $16,942	392 Added 0.41%	96,130 $4.01 Million
Q1 2023 Apr 25, 2023	SELL	$40.85 - $43.55 $106,005 - $113,012	-2,595 Reduced 2.64%	95,738 $4.14 Million
Q4 2022 Jan 17, 2023	BUY	$37.24 - $43.4 $1.66 Million - $1.93 Million	44,490 Added 82.63%	98,333 $0
Q3 2022 Nov 01, 2022	SELL	$37.38 - $46.11 $1.34 Million - $1.65 Million	-35,734 Reduced 39.89%	53,843 $2.16 Million
Q2 2022 Jul 08, 2022	BUY	$44.47 - $53.65 $65,860 - $79,455	1,481 Added 1.68%	89,577 $4.05 Million
Q1 2022 Apr 18, 2022	BUY	$52.21 - $54.24 $200,277 - $208,064	3,836 Added 4.55%	88,096 $4.7 Million
Q4 2021 Feb 15, 2022	BUY	$52.99 - $56.35 $4.46 Million - $4.75 Million	84,260 New	84,260 $4.53 Million

Others Institutions Holding WIP

# of Institutions

Shares Held

3.28M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FTSE INTL GOVT INF

Ticker WIP
Sector ETFs
Industry ETFs

More about WIP

Track This Portfolio

Portfolio Update

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

News

Stay updated on Upper Left Wealth Management, LLC with notifications on news.

Account

Upper Left Wealth Management, LLC Spdr Ser Tr Ftse Intl Govt Inf Transaction History