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

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025

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 170,386 shares of SPYD stock, worth $7.15 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
170,386
Previous 311,043 45.22%
Holding current value
$7.15 Million
Previous $13.4 Million 43.93%
% of portfolio
0.8%
Previous 1.42%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$42.18 - $45.16 $5.93 Million - $6.35 Million
-140,657 Reduced 45.22%
170,386 $7.54 Million
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
516
Shares Held
50.2M
Call Options Held
102K
Put Options Held
32.1K
View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

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