Wealth Enhancement Advisory Services, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr Ser Tr Spdr Portfolio Tip stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 28,699 shares of SPIP stock, worth $749,904. This represents 0.0% of its overall portfolio holdings.

Number of Shares

28,699

Previous 24,836 15.55%

Holding current value

$749,904

Previous $628,000 15.61%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$25.25 - $26.34 $97,540 - $101,751	3,863 Added 15.55%	28,699 $726,000
Q3 2024 Oct 23, 2024	BUY	$25.19 - $26.39 $50,480 - $52,885	2,004 Added 8.78%	24,836 $652,000
Q2 2024 Jul 16, 2024	BUY	$25.0 - $25.54 $320,175 - $327,090	12,807 Added 127.75%	22,832 $580,000
Q1 2024 Apr 15, 2024	BUY	$25.3 - $25.89 $253,632 - $259,547	10,025 New	10,025 $256,000
Q2 2023 Jul 21, 2023	SELL	$25.7 - $26.69 $153,480 - $159,392	-5,972 Reduced 43.46%	7,770 $200,000
Q1 2023 Apr 25, 2023	SELL	$25.69 - $26.67 $2.18 Million - $2.26 Million	-84,795 Reduced 86.05%	13,742 $366,000
Q4 2022 Feb 01, 2023	SELL	$25.28 - $26.67 $1.35 Million - $1.42 Million	-53,406 Reduced 35.15%	98,537 $2.54 Million
Q3 2022 Oct 17, 2022	SELL	$25.36 - $28.61 $155,228 - $175,121	-6,121 Reduced 3.87%	151,943 $3.87 Million
Q2 2022 Jul 18, 2022	SELL	$27.4 - $29.93 $5.56 Million - $6.08 Million	-202,980 Reduced 56.22%	158,064 $4.33 Million
Q1 2022 Apr 18, 2022	BUY	$29.85 - $31.38 $85,132 - $89,495	2,852 Added 0.8%	361,044 $10.8 Million
Q4 2021 Feb 08, 2022	BUY	$31.08 - $31.92 $479,564 - $492,525	15,430 Added 4.5%	358,192 $11 Million
Q3 2021 Nov 03, 2021	BUY	$30.98 - $31.82 $4.05 Million - $4.16 Million	130,756 Added 61.68%	342,762 $10.8 Million
Q2 2021 Aug 10, 2021	BUY	$30.43 - $31.14 $3.77 Million - $3.86 Million	123,879 Added 140.57%	212,006 $6.66 Million
Q1 2021 May 12, 2021	BUY	$30.22 - $31.24 $658,372 - $680,594	21,786 Added 32.84%	88,127 $2.68 Million
Q4 2020 Feb 10, 2021	BUY	$30.37 - $31.17 $146,110 - $149,958	4,811 Added 7.82%	66,341 $2.06 Million
Q3 2020 Nov 12, 2020	BUY	$30.15 - $31.13 $223,984 - $231,264	7,429 Added 13.73%	61,530 $1.89 Million
Q2 2020 Oct 13, 2020	BUY	$29.06 - $30.16 $747,016 - $775,292	25,706 Added 90.53%	54,101 $1.66 Million
Q2 2020 Aug 10, 2020	SELL	$29.06 - $30.16 $530,693 - $550,781	-18,262 Reduced 39.14%	28,395 $2.09 Million
Q1 2020 May 01, 2020	SELL	$26.89 - $30.1 $210,548 - $235,683	-7,830 Reduced 14.37%	46,657 $1.4 Million
Q4 2019 Feb 05, 2020	BUY	$28.27 - $28.74 $139,795 - $142,119	4,945 Added 9.98%	54,487 $1.56 Million
Q3 2019 Nov 06, 2019	BUY	$28.24 - $28.68 $789,703 - $802,007	27,964 Added 129.59%	49,542 $1.41 Million
Q2 2019 Aug 02, 2019	BUY	N/A	7,355 Added 51.71%	21,578 $1.22 Million
Q1 2019 Apr 30, 2019	BUY	N/A	5,032 Added 54.75%	14,223 $789,000
Q4 2018 Feb 04, 2019	BUY	N/A	2,634 Added 40.17%	9,191 $496,000
Q3 2018 Nov 02, 2018	BUY	N/A	1,565 Added 31.35%	6,557 $352,000
Q2 2018 Jul 30, 2018	BUY	N/A	4,992 New	4,992 $277,000

Others Institutions Holding SPIP

# of Institutions

246

Shares Held

23.2M

Call Options Held

11.8K

Put Options Held

View Full List

About SPDR SER TR SPDR PORTFOLIO TIP

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Wealth Enhancement Advisory Services, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History