Wealth Dimensions Group, Ltd. Spdr S&P 500 ETF Trust Transaction History

Wealth Dimensions Group, Ltd.

$484 Million
Q3 2025

A detailed history of Wealth Dimensions Group, Ltd. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 18,546 shares of SPY stock, worth $12.3 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares

18,546

Previous 18,839 1.56%

Holding current value

$12.3 Million

Previous $11.6 Million 6.14%

% of portfolio

2.55%

Previous 2.57%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$617.65 - $666.84 $180,971 - $195,384	-293 Reduced 1.56%	18,546 $12.4 Million
Q2 2025 Aug 12, 2025	BUY	$496.48 - $617.85 $84,898 - $105,652	171 Added 0.92%	18,839 $11.6 Million
Q1 2025 May 05, 2025	SELL	$551.42 - $612.93 $4,411 - $4,903	-8 Reduced 0.04%	18,668 $10.4 Million
Q4 2024 Feb 13, 2025	SELL	$567.81 - $607.81 $45,992 - $49,232	-81 Reduced 0.43%	18,676 $10.9 Million
Q3 2024 Nov 12, 2024	SELL	$517.38 - $573.86 $125,723 - $139,447	-243 Reduced 1.28%	18,757 $10.8 Million

Q2 2024 Aug 09, 2024	SELL	$495.16 - $548.49 $27,728 - $30,715	-56 Reduced 0.29%	19,000 $10.3 Million
Q1 2024 May 09, 2024	SELL	$467.28 - $523.17 $80,372 - $89,985	-172 Reduced 0.89%	19,056 $9.97 Million
Q4 2023 Feb 09, 2024	SELL	$410.68 - $476.69 $32,033 - $37,181	-78 Reduced 0.4%	19,228 $9.14 Million
Q3 2023 Nov 14, 2023	SELL	$425.88 - $457.79 $165,241 - $177,622	-388 Reduced 1.97%	19,306 $8.25 Million
Q2 2023 Aug 14, 2023	BUY	$404.36 - $443.28 $5,661 - $6,205	14 Added 0.07%	19,694 $8.73 Million
Q1 2023 May 09, 2023	BUY	$379.5 - $416.78 $497,524 - $546,398	1,311 Added 7.14%	19,680 $8.06 Million
Q4 2022 Feb 10, 2023	BUY	$357.63 - $407.42 $2.97 Million - $3.39 Million	8,313 Added 82.67%	18,369 $7.02 Million
Q3 2022 Nov 10, 2022	SELL	$357.18 - $429.7 $36,789 - $44,259	-103 Reduced 1.01%	10,056 $3.59 Million
Q2 2022 Aug 05, 2022	SELL	$365.86 - $456.8 $1,463 - $1,827	-4 Reduced 0.04%	10,159 $3.83 Million
Q1 2022 May 04, 2022	SELL	$416.25 - $477.71 $114,885 - $131,847	-276 Reduced 2.64%	10,163 $4.59 Million
Q4 2021 Feb 04, 2022	SELL	$428.64 - $477.48 $270,043 - $300,812	-630 Reduced 5.69%	10,439 $4.96 Million
Q3 2021 Nov 03, 2021	BUY	$424.97 - $453.19 $352,725 - $376,147	830 Added 8.11%	11,069 $4.75 Million
Q2 2021 Aug 12, 2021	SELL	$400.61 - $428.06 $23,635 - $25,255	-59 Reduced 0.57%	10,239 $4.38 Million
Q1 2021 May 13, 2021	BUY	$368.79 - $397.26 $203,572 - $219,287	552 Added 5.66%	10,298 $4.08 Million
Q4 2020 Feb 17, 2021	BUY	$326.54 - $373.88 $3.18 Million - $3.64 Million	9,746 New	9,746 $3.64 Million

Others Institutions Holding SPY

# of Institutions

5,293

Shares Held

557M

Call Options Held

298M

Put Options Held

700M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Wealth Dimensions Group, Ltd. Spdr S&P 500 ETF Trust Transaction History