Wealth Plan Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 10,206 shares of SPDW stock, worth $446,614. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,206

Previous 10,206 -0.0%

Holding current value

$446,614

Previous $413,000 5.57%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$32.66 - $40.75 $12,639 - $15,770	-387 Reduced 3.65%	10,206 $413,000
Q1 2025 May 09, 2025	SELL	$33.84 - $37.77 $7,444 - $8,309	-220 Reduced 2.03%	10,593 $385,000
Q4 2024 Jan 30, 2025	BUY	$34.13 - $37.35 $51,775 - $56,659	1,517 Added 16.32%	10,813 $369,000
Q3 2024 Nov 05, 2024	BUY	$33.74 - $37.96 $313,647 - $352,876	9,296 New	9,296 $349,000
Q3 2023 Nov 09, 2023	BUY	$30.88 - $33.58 $307,194 - $334,053	9,948 New	9,948 $308,000

Q3 2022 Dec 12, 2022	BUY	$25.67 - $30.93 $17,352 - $20,908	676 Added 8.37%	8,754 $265,000
Q1 2022 Sep 07, 2022	BUY	$31.42 - $36.91 $253,810 - $298,158	8,078 New	8,078 $257,000

Others Institutions Holding SPDW

# of Institutions

1,192

Shares Held

608M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Wealth Plan Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History