Benchmark Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History

Benchmark Wealth Management, LLC

  • $202 Million
  • Q3 2024

A detailed history of Benchmark Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Tip stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 13,056 shares of SPIP stock, worth $330,839. This represents 0.17% of its overall portfolio holdings.

Number of Shares
13,056
Previous 12,860 1.52%
Holding current value
$330,839
Previous $326,000 5.21%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Oct 18, 2024
BUY
$25.19 - $26.39 $4,937 - $5,172
196 Added 1.52%
13,056 $343,000
Q2 2024

Jul 08, 2024
BUY
$25.0 - $25.54 $12,825 - $13,102
513 Added 4.15%
12,860 $326,000
Q4 2023

Jan 19, 2024
BUY
$24.42 - $25.87 $12,796 - $13,555
524 Added 4.43%
12,347 $315,000
Q3 2023

Oct 16, 2023
BUY
$24.77 - $25.83 $7,604 - $7,929
307 Added 2.67%
11,823 $293,000
Q2 2023

Jul 19, 2023
BUY
$25.7 - $26.69 $7,016 - $7,286
273 Added 2.43%
11,516 $297,000
Q1 2023

Apr 17, 2023
SELL
$25.69 - $26.67 $23,172 - $24,056
-902 Reduced 7.43%
11,243 $299,000
Q4 2021

Jan 21, 2022
BUY
$31.08 - $31.92 $157,171 - $161,419
5,057 Added 71.35%
12,145 $383,000
Q1 2021

Apr 15, 2021
SELL
$30.22 - $31.24 $24,387 - $25,210
-807 Reduced 10.22%
7,088 $217,000
Q3 2020

Nov 05, 2020
BUY
$30.15 - $31.13 $24,331 - $25,121
807 Added 11.39%
7,895 $244,000
Q4 2019

Jan 28, 2020
BUY
$28.27 - $28.74 $200,377 - $203,709
7,088 New
7,088 $202,000

Others Institutions Holding SPIP

# of Institutions
231
Shares Held
21.6M
Call Options Held
25.8K
Put Options Held
8K
View Full List

About SPDR SER TR SPDR PORTFOLIO TIP

SPIP Quotes by TradingView
  • Ticker SPIP
  • Sector ETFs
  • Industry ETFs
More about SPIP
Track This Portfolio

Track Benchmark Wealth Management, LLC Portfolio

Follow Benchmark Wealth Management, 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 Benchmark Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email