Wr Wealth Planners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 7,976 shares of SPEM stock, worth $367,135. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,976

Previous 8,781 9.17%

Holding current value

$367,135

Previous $362,000 15.47%

% of portfolio

0.1%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$38.37 - $42.82 $30,887 - $34,470	-805 Reduced 9.17%	7,976 $306,000
Q3 2024 Oct 17, 2024	BUY	$36.02 - $41.68 $10,986 - $12,712	305 Added 3.6%	8,781 $362,000
Q2 2024 Jul 31, 2024	SELL	$35.3 - $38.79 $3,918 - $4,305	-111 Reduced 1.29%	8,476 $319,000
Q1 2024 Jul 31, 2024	SELL	$33.69 - $36.47 $76,846 - $83,188	-2,281 Reduced 20.99%	8,587 $310,000
Q4 2023 Jul 30, 2024	BUY	$32.26 - $35.46 $350,601 - $385,379	10,868 New	10,868 $384,000
Q3 2023 Aug 01, 2024	BUY	$33.36 - $36.37 $23,285 - $25,386	698 Added 6.92%	10,778 $362 Million
Q2 2023 Aug 01, 2024	BUY	$33.2 - $35.75 $53,252 - $57,343	1,604 Added 18.92%	10,080 $347 Million
Q1 2023 Aug 01, 2024	BUY	$32.49 - $36.44 $46,590 - $52,254	1,434 Added 16.92%	9,910 $338 Million
Q4 2022 Oct 10, 2024	BUY	$30.18 - $34.51 $30,270 - $34,613	1,003 Added 11.83%	9,479 $312 Million

Others Institutions Holding SPEM

# of Institutions

959

Shares Held

226M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History