Wealth Plan Investment Management, LLC 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 Portfolio stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 13,337 shares of SPMD stock, worth $641,643. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,337
Holding current value
$641,643
% of portfolio
0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$54.13 - $59.56 $721,931 - $794,351
13,337 New
13,337 $729,000
Q3 2023

Nov 09, 2023
BUY
$43.23 - $47.8 $948,206 - $1.05 Million
21,934 New
21,934 $960,000
Q4 2022

Feb 15, 2023
SELL
$39.32 - $45.21 $102,349 - $117,681
-2,603 Reduced 10.7%
21,717 $922,000
Q3 2022

Dec 12, 2022
BUY
$38.55 - $46.17 $39,976 - $47,878
1,037 Added 4.45%
24,320 $1.06 Million
Q1 2022

Sep 07, 2022
BUY
$44.15 - $50.14 $1.03 Million - $1.17 Million
23,283 New
23,283 $1.02 Million

Others Institutions Holding SPMD

# of Institutions
734
Shares Held
206M
Call Options Held
2.1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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