Wealth Plan Investment Management, LLC 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 Portfolio stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 12,415 shares of SPMD stock, worth $698,592. This represents 0.05% of its overall portfolio holdings.

Number of Shares

12,415

Previous 12,720 2.4%

Holding current value

$698,592

Previous $691,000 2.75%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$54.43 - $58.29 $16,601 - $17,778	-305 Reduced 2.4%	12,415 $710,000
Q2 2025 Jul 28, 2025	SELL	$44.89 - $54.38 $23,432 - $28,386	-522 Reduced 3.94%	12,720 $691,000
Q1 2025 May 09, 2025	SELL	$50.21 - $57.73 $4,769 - $5,484	-95 Reduced 0.71%	13,242 $677,000
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

805

Shares Held

232M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
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Wealth Plan Investment Management, LLC Spdr Portfolio Transaction History