Wealth Plan Partners, LLC Spdr Portfolio Transaction History

Wealth Plan Partners, LLC

$709 Billion
Q1 2025

A detailed history of Wealth Plan Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 85,178 shares of SPYG stock, worth $8.07 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

85,178

Previous 77,538 9.85%

Holding current value

$8.07 Million

Previous $6.82 Billion 0.44%

% of portfolio

0.97%

Previous 0.97%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$80.05 - $92.39 $611,582 - $705,859	7,640 Added 9.85%	85,178 $6.85 Billion
Q4 2024 Jan 30, 2025	SELL	$81.74 - $91.38 $192,415 - $215,108	-2,354 Reduced 2.95%	77,538 $6.82 Billion
Q3 2024 Nov 05, 2024	SELL	$73.38 - $84.1 $52,173 - $59,795	-711 Reduced 0.88%	79,892 $6.63 Billion
Q2 2024 Aug 09, 2024	SELL	$68.71 - $80.95 $30,026 - $35,375	-437 Reduced 0.54%	80,603 $6.46 Billion
Q1 2024 May 07, 2024	BUY	$63.12 - $73.73 $38,250 - $44,680	606 Added 0.75%	81,040 $5.93 Billion
Q4 2023 Jan 05, 2024	BUY	$57.02 - $65.3 $836,711 - $958,212	14,674 Added 22.31%	80,434 $5.23 Billion
Q3 2023 Nov 01, 2023	BUY	$58.97 - $62.89 $1.11 Million - $1.18 Million	18,780 Added 39.97%	65,760 $3.9 Billion
Q2 2023 Jul 31, 2023	SELL	$54.76 - $61.01 $569,887 - $634,931	-10,407 Reduced 18.13%	46,980 $2.87 Billion
Q1 2023 May 10, 2023	SELL	$49.61 - $55.36 $1.69 Million - $1.89 Million	-34,050 Reduced 37.24%	57,387 $3.18 Billion
Q4 2022 Feb 16, 2023	BUY	$49.14 - $55.07 $3.94 Million - $4.41 Million	80,092 Added 705.97%	91,437 $5 Billion
Q1 2022 May 03, 2022	BUY	$59.17 - $73.03 $9,467 - $11,684	160 Added 1.43%	11,345 $656,000
Q4 2021 Feb 01, 2022	BUY	$63.39 - $73.48 $26,940 - $31,229	425 Added 3.95%	11,185 $742,000
Q3 2021 Dec 09, 2021	BUY	$63.23 - $68.45 $56,590 - $61,262	895 Added 9.07%	10,760 $0
Q2 2021 Aug 19, 2021	BUY	$57.17 - $63.06 $29,442 - $32,475	515 Added 5.51%	9,865 $648,000
Q1 2021 May 11, 2021	BUY	$53.23 - $58.3 $133,873 - $146,624	2,515 Added 36.8%	9,350 $555,000
Q4 2020 Feb 09, 2021	BUY	$48.59 - $55.29 $34,013 - $38,703	700 Added 11.41%	6,835 $393,000
Q3 2020 Dec 18, 2020	SELL	$45.36 - $54.05 $36,605 - $43,618	-807 Reduced 11.62%	6,135 $321,000
Q2 2020 Aug 19, 2020	SELL	$34.16 - $45.45 $409 - $545	-12 Reduced 0.17%	6,942 $344,000
Q1 2020 May 15, 2020	BUY	$31.23 - $45.63 $217,173 - $317,311	6,954 New	6,954 $284,000

Others Institutions Holding SPYG

# of Institutions

1,232

Shares Held

304M

Call Options Held

665K

Put Options Held

128K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Wealth Plan Partners, LLC Spdr Portfolio Transaction History