Wealth Plan Partners, LLC Spdr Portfolio Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 4,877 shares of SPMD stock, worth $258,042. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,877

Previous 17,994 72.9%

Holding current value

$258,042

Previous $984 Million 72.89%

% of portfolio

0.04%

Previous 0.13%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$54.13 - $59.56 $710,023 - $781,248	-13,117 Reduced 72.9%	4,877 $267 Million
Q3 2024 Nov 05, 2024	SELL	$50.29 - $54.92 $25,094 - $27,405	-499 Reduced 2.7%	17,994 $984 Million
Q2 2024 Aug 09, 2024	SELL	$49.54 - $53.39 $184,338 - $198,664	-3,721 Reduced 16.75%	18,493 $949 Million
Q1 2024 May 07, 2024	BUY	$47.16 - $53.34 $8,394 - $9,494	178 Added 0.81%	22,214 $1.18 Billion
Q4 2023 Jan 05, 2024	BUY	$40.76 - $49.2 $4,157 - $5,018	102 Added 0.47%	22,036 $1.07 Billion
Q3 2023 Nov 01, 2023	BUY	$43.23 - $47.8 $345 - $382	8 Added 0.04%	21,934 $960 Million
Q2 2023 Jul 31, 2023	BUY	$42.21 - $45.89 $20,471 - $22,256	485 Added 2.26%	21,926 $1.01 Billion
Q1 2023 May 10, 2023	SELL	$41.67 - $47.74 $11,500 - $13,176	-276 Reduced 1.27%	21,441 $942 Million
Q4 2022 Feb 16, 2023	SELL	$39.32 - $45.21 $61,575 - $70,798	-1,566 Reduced 6.73%	21,717 $1.02 Billion
Q1 2022 May 03, 2022	BUY	$44.15 - $50.14 $2,384 - $2,707	54 Added 0.23%	23,283 $1.02 Million
Q4 2021 Feb 01, 2022	BUY	$46.63 - $50.95 $4,289 - $4,687	92 Added 0.4%	23,229 $1.07 Million
Q3 2021 Dec 09, 2021	SELL	$45.05 - $48.67 $6,667 - $7,203	-148 Reduced 0.64%	23,137 $0
Q2 2021 Aug 19, 2021	BUY	$45.87 - $48.58 $37,108 - $39,301	809 Added 3.6%	23,285 $1.12 Million
Q1 2021 May 11, 2021	BUY	$39.79 - $47.1 $58,371 - $69,095	1,467 Added 6.98%	22,476 $1.08 Million
Q4 2020 Feb 09, 2021	SELL	$33.07 - $40.57 $20,106 - $24,666	-608 Reduced 2.81%	21,009 $903,000
Q3 2020 Dec 18, 2020	SELL	$30.67 - $34.54 $32,908 - $37,061	-1,073 Reduced 4.73%	21,617 $786,000
Q2 2020 Aug 19, 2020	SELL	$23.46 - $34.21 $37,582 - $54,804	-1,602 Reduced 6.59%	22,690 $778,000
Q1 2020 May 15, 2020	BUY	$21.39 - $37.02 $84,640 - $146,488	3,957 Added 19.46%	24,292 $669,000
Q4 2019 Feb 14, 2020	SELL	$32.63 - $36.43 $358,603 - $400,365	-10,990 Reduced 35.08%	20,335 $747,000
Q3 2019 Nov 15, 2019	BUY	$33.7 - $34.71 $273,307 - $281,498	8,110 Added 34.93%	31,325 $1.09 Million
Q2 2019 Aug 19, 2019	BUY	N/A	10,072 Added 76.63%	23,215 $771,000
Q1 2019 May 16, 2019	BUY	N/A	1,617 Added 14.03%	13,143 $440,000
Q4 2018 Feb 20, 2019	BUY	N/A	3,757 Added 48.36%	11,526 $392,000
Q3 2018 Nov 21, 2018	BUY	N/A	7,769 New	7,769 $250,000

Others Institutions Holding SPMD

# of Institutions

719

Shares Held

204M

Call Options Held

2.1K

Put Options Held

View Full List

About SPDR PORTFOLIO

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Wealth Plan Partners, LLC Spdr Portfolio Transaction History