Wealth Plan Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 8,559 shares of SPEM stock, worth $335,256. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,559
Previous 8,404 1.84%
Holding current value
$335,256
Previous $346,000 5.2%
% of portfolio
0.03%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$38.37 - $42.82 $5,947 - $6,637
155 Added 1.84%
8,559 $328,000
Q3 2024

Nov 05, 2024
BUY
$36.02 - $41.68 $302,712 - $350,278
8,404 New
8,404 $346,000
Q3 2023

Nov 09, 2023
BUY
$33.36 - $36.37 $254,603 - $277,575
7,632 New
7,632 $256,000
Q4 2022

Feb 15, 2023
BUY
$30.18 - $34.51 $14,124 - $16,150
468 Added 6.92%
7,227 $238,000
Q3 2022

Dec 12, 2022
BUY
$31.04 - $35.55 $3,135 - $3,590
101 Added 1.52%
6,759 $229,000
Q1 2022

Sep 07, 2022
BUY
$35.69 - $43.02 $237,624 - $286,427
6,658 New
6,658 $242,000

Others Institutions Holding SPEM

# of Institutions
846
Shares Held
201M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
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