Wr Wealth Planners, LLC Spdr S&P 500 ETF Trust Transaction History

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 54,895 shares of SPY stock, worth $32.9 Million. This represents 9.07% of its overall portfolio holdings.

Number of Shares
54,895
Previous 55,302 0.74%
Holding current value
$32.9 Million
Previous $30.1 Million 4.67%
% of portfolio
9.07%
Previous 9.47%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$517.38 - $573.86 $210,573 - $233,561
-407 Reduced 0.74%
54,895 $31.5 Million
Q2 2024

Jul 31, 2024
SELL
$495.16 - $548.49 $425,837 - $471,701
-860 Reduced 1.53%
55,302 $30.1 Million
Q1 2024

Jul 31, 2024
BUY
$467.28 - $523.17 $9.3 Million - $10.4 Million
19,904 Added 54.9%
56,162 $29.4 Million
Q4 2023

Jul 30, 2024
BUY
$410.68 - $476.69 $14.9 Million - $17.3 Million
36,258 New
36,258 $17.2 Million
Q3 2023

Aug 01, 2024
BUY
$425.88 - $457.79 $2.94 Million - $3.16 Million
6,904 Added 23.68%
36,063 $15.4 Billion
Q2 2023

Aug 01, 2024
SELL
$404.36 - $443.28 $10.6 Million - $11.6 Million
-26,143 Reduced 47.27%
29,159 $12.9 Billion
Q1 2023

Aug 01, 2024
SELL
$379.5 - $416.78 $10.6 Million - $11.6 Million
-27,805 Reduced 50.28%
27,497 $11.3 Billion
Q4 2022

Oct 10, 2024
BUY
$357.63 - $407.42 $379,087 - $431,865
1,060 Added 3.87%
28,437 $10.9 Billion
Q3 2022

Oct 10, 2024
SELL
$357.18 - $429.7 $9.97 Million - $12 Million
-27,925 Reduced 50.5%
27,377 $9.78 Billion
Q2 2022

Oct 17, 2024
BUY
$365.86 - $456.8 $1.68 Million - $2.1 Million
4,604 Added 20.74%
26,801 $10.1 Billion
Q1 2022

Oct 17, 2024
SELL
$416.25 - $477.71 $13.6 Million - $15.6 Million
-32,698 Reduced 59.56%
22,197 $10 Billion

Others Institutions Holding SPY

# of Institutions
4,508
Shares Held
582M
Call Options Held
273M
Put Options Held
393M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email