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

Wealth Plan Investment Management, LLC

$944 Million
Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 311,043 shares of SPYD stock, worth $13.9 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

311,043

Previous 129,609 139.99%

Holding current value

$13.9 Million

Previous $5.92 Million 127.33%

% of portfolio

1.42%

Previous 0.64%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$43.02 - $47.32 $7.81 Million - $8.59 Million	181,434 Added 139.99%	311,043 $13.4 Million
Q3 2024 Nov 05, 2024	BUY	$39.95 - $45.86 $5.18 Million - $5.94 Million	129,609 New	129,609 $5.92 Million
Q3 2023 Nov 09, 2023	BUY	$34.75 - $38.84 $2.56 Million - $2.86 Million	73,566 New	73,566 $2.58 Million
Q4 2022 Feb 15, 2023	SELL	$35.5 - $41.73 $30,956 - $36,388	-872 Reduced 1.19%	72,553 $2.87 Million
Q3 2022 Dec 12, 2022	SELL	$35.47 - $43.38 $179,407 - $219,416	-5,058 Reduced 6.44%	73,425 $2.96 Million
Q1 2022 Sep 07, 2022	BUY	$41.75 - $44.47 $3.28 Million - $3.49 Million	78,483 New	78,483 $3.35 Million

Others Institutions Holding SPYD

# of Institutions

494

Shares Held

51.3M

Call Options Held

88.3K

Put Options Held

33.1K

View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

Ticker SPYD
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Wealth Plan Investment Management, LLC Spdr Portfolio S&P 500 High Di Transaction History