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

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

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 10,813 shares of SPDW stock, worth $393,917. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,813
Previous 9,296 16.32%
Holding current value
$393,917
Previous $349,000 5.73%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,039
Shares Held
536M
Call Options Held
2.4K
Put Options Held
2.1K
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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