Wealth Plan Partners, LLC Spdr Portfolio S&P 500 High Di Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$38.1 - $41.42 $848,906 - $922,879
22,281 Added 19.18%
138,475 $5.57 Billion
Q1 2024

May 07, 2024
SELL
$37.72 - $40.71 $1.76 Million - $1.9 Million
-46,626 Reduced 28.64%
116,194 $4.73 Billion
Q4 2023

Jan 05, 2024
BUY
$33.0 - $39.88 $2.95 Million - $3.56 Million
89,254 Added 121.33%
162,820 $6.38 Billion
Q3 2023

Nov 01, 2023
SELL
$34.75 - $38.84 $7,575 - $8,467
-218 Reduced 0.3%
73,566 $2.58 Billion
Q2 2023

Jul 31, 2023
BUY
$35.13 - $38.46 $42,331 - $46,344
1,205 Added 1.66%
73,784 $2.74 Billion
Q1 2023

May 10, 2023
BUY
$35.58 - $43.09 $925 - $1,120
26 Added 0.04%
72,579 $2.76 Billion
Q4 2022

Feb 16, 2023
SELL
$35.5 - $41.73 $210,515 - $247,458
-5,930 Reduced 7.56%
72,553 $3.03 Billion
Q1 2022

May 03, 2022
SELL
$41.75 - $44.47 $115,104 - $122,603
-2,757 Reduced 3.39%
78,483 $3.35 Million
Q4 2021

Feb 01, 2022
SELL
$38.92 - $42.05 $59,275 - $64,042
-1,523 Reduced 1.84%
81,240 $3.48 Million
Q3 2021

Dec 09, 2021
SELL
$38.21 - $40.67 $11,119 - $11,834
-291 Reduced 0.35%
82,763 $0
Q2 2021

Aug 19, 2021
SELL
$38.86 - $42.51 $116,968 - $127,955
-3,010 Reduced 3.5%
83,054 $3.37 Million
Q1 2021

May 11, 2021
SELL
$32.4 - $39.92 $474,498 - $584,628
-14,645 Reduced 14.54%
86,064 $3.51 Million
Q4 2020

Feb 09, 2021
SELL
$27.0 - $34.09 $80,622 - $101,792
-2,986 Reduced 2.88%
100,709 $3.52 Million
Q3 2020

Dec 18, 2020
SELL
$26.58 - $29.31 $58,369 - $64,364
-2,196 Reduced 2.07%
103,695 $3.14 Million
Q2 2020

Aug 19, 2020
BUY
$22.98 - $32.18 $5,859 - $8,205
255 Added 0.24%
105,891 $3.06 Million
Q1 2020

May 15, 2020
BUY
$21.02 - $39.9 $421,408 - $799,915
20,048 Added 23.42%
105,636 $2.7 Million
Q4 2019

Feb 14, 2020
SELL
$36.46 - $39.61 $19,141 - $20,795
-525 Reduced 0.61%
85,588 $3.4 Million
Q3 2019

Nov 15, 2019
SELL
$37.62 - $38.84 $25,506 - $26,333
-678 Reduced 0.78%
86,113 $3.35 Million
Q2 2019

Aug 19, 2019
SELL
N/A
-965 Reduced 1.1%
86,791 $3.18 Million
Q1 2019

May 16, 2019
BUY
N/A
1,391 Added 1.61%
87,756 $3.32 Million
Q4 2018

Feb 20, 2019
SELL
N/A
-153 Reduced 0.18%
86,365 $3.26 Million
Q3 2018

Nov 21, 2018
SELL
N/A
-426 Reduced 0.49%
86,518 $3.17 Million
Q2 2018

Aug 16, 2018
SELL
N/A
-1,323 Reduced 1.5%
86,944 $3.24 Million
Q1 2018

May 16, 2018
BUY
N/A
88,267 New
88,267 $3.16 Million

Others Institutions Holding SPYD

# of Institutions
474
Shares Held
47.4M
Call Options Held
68.6K
Put Options Held
13K
View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

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