Spartan Planning & Wealth Management Spdr Ser Tr Spdr Portfolio Tip Transaction History

Spartan Planning & Wealth Management

  • $89.6 Million
  • Q4 2023

A detailed history of Spartan Planning & Wealth Management transactions in Spdr Ser Tr Spdr Portfolio Tip stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 296 shares of SPIP stock, worth $7,559. This represents 0.01% of its overall portfolio holdings.

Number of Shares
296
Previous 37,062 99.2%
Holding current value
$7,559
Previous $920,000 99.24%
% of portfolio
0.01%
Previous 1.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024
SELL
$24.42 - $25.87 $897,825 - $951,136
-36,766 Reduced 99.2%
296 $7,000
Q3 2023

Nov 17, 2023
BUY
$24.77 - $25.83 $92,392 - $96,345
3,730 Added 11.19%
37,062 $920,000
Q4 2022

Feb 01, 2023
SELL
$25.28 - $26.67 $2,553 - $2,693
-101 Reduced 0.3%
33,332 $858,000
Q3 2022

Nov 01, 2022
BUY
$25.36 - $28.61 $57,592 - $64,973
2,271 Added 7.29%
33,433 $848,000
Q2 2022

Aug 10, 2022
SELL
$27.4 - $29.93 $60,636 - $66,235
-2,213 Reduced 6.63%
31,162 $858,000
Q1 2022

May 16, 2022
BUY
$29.85 - $31.38 $996,243 - $1.05 Million
33,375 New
33,375 $0

Others Institutions Holding SPIP

# of Institutions
230
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
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