Wealth Plan Investment Management, LLC Spdr Portfolio Transaction History

Wealth Plan Investment Management, LLC

$614 Million
Q2 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 43,611 shares of SPYG stock, worth $3.72 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

43,611

Previous 42,072 3.66%

Holding current value

$3.72 Million

Previous $3.08 Million 13.55%

% of portfolio

0.57%

Previous 0.52%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$68.71 - $80.95 $105,744 - $124,582	1,539 Added 3.66%	43,611 $3.49 Million
Q1 2024 May 16, 2024	BUY	$63.12 - $73.73 $698,296 - $815,674	11,063 Added 35.68%	42,072 $3.08 Million
Q4 2023 Jan 05, 2024	BUY	$57.02 - $65.3 $47,098 - $53,937	826 Added 2.74%	31,009 $2.02 Million
Q3 2023 Nov 15, 2023	SELL	$58.97 - $62.89 $2.1 Million - $2.24 Million	-35,577 Reduced 54.1%	30,183 $1.79 Million
Q3 2023 Nov 09, 2023	BUY	$58.97 - $62.89 $2.68 Million - $2.85 Million	45,368 Added 222.48%	65,760 $3.9 Million
Q2 2023 Aug 14, 2023	BUY	$54.76 - $61.01 $967,992 - $1.08 Million	17,677 Added 651.09%	20,392 $1.24 Million
Q2 2023 Jul 25, 2023	SELL	$54.76 - $61.01 $1.53 Million - $1.71 Million	-27,961 Reduced 91.15%	2,715 $165,000
Q1 2023 May 08, 2023	SELL	$49.61 - $55.36 $3.01 Million - $3.36 Million	-60,735 Reduced 66.44%	30,676 $1.7 Million
Q4 2022 Feb 15, 2023	BUY	$49.14 - $55.07 $3.72 Million - $4.17 Million	75,803 Added 485.67%	91,411 $4.63 Million
Q3 2022 Dec 12, 2022	BUY	$50.1 - $61.86 $213,576 - $263,709	4,263 Added 37.58%	15,608 $821,000
Q1 2022 Sep 07, 2022	BUY	$59.17 - $73.03 $671,283 - $828,525	11,345 New	11,345 $656,000

Others Institutions Holding SPYG

# of Institutions

1,083

Shares Held

290M

Call Options Held

461K

Put Options Held

35.8K

View Full List

About SPDR PORTFOLIO

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