Total Wealth Planning, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Total Wealth Planning, LLC

$604 Million
Q4 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	SELL	$49.47 - $52.62 $127,781 - $135,917	-2,583 Reduced 23.98%	8,190 $428,000
Q1 2023 Apr 14, 2023	BUY	$46.63 - $51.08 $5,595 - $6,129	120 Added 1.13%	10,773 $537,000
Q4 2022 Feb 02, 2023	SELL	$42.72 - $49.46 $126,921 - $146,945	-2,971 Reduced 21.81%	10,653 $496,000
Q3 2022 Nov 14, 2022	BUY	$42.78 - $50.95 $171 - $203	4 Added 0.03%	13,624 $583,000
Q2 2022 Aug 01, 2022	BUY	$44.97 - $55.51 $81,710 - $100,861	1,817 Added 15.39%	13,620 $627,000
Q1 2022 May 13, 2022	BUY	$50.64 - $58.29 $597,703 - $687,996	11,803 New	11,803 $647,000
Q4 2021 Feb 09, 2022	SELL	$54.48 - $58.88 $771,000 - $833,269	-14,152 Closed	0 $0
Q3 2021 Nov 04, 2021	SELL	$54.18 - $57.66 $75,689 - $80,551	-1,397 Reduced 8.98%	14,152 $775,000
Q2 2021 Aug 16, 2021	SELL	$52.95 - $55.77 $57,874 - $60,956	-1,093 Reduced 6.57%	15,549 $863,000
Q1 2021 May 17, 2021	SELL	$48.86 - $52.85 $28,289 - $30,600	-579 Reduced 3.36%	16,642 $871,000
Q4 2020 Feb 11, 2021	SELL	$42.03 - $49.28 $178,123 - $208,848	-4,238 Reduced 19.75%	17,221 $839,000
Q3 2020 Nov 10, 2020	SELL	$39.86 - $45.37 $25,869 - $29,445	-649 Reduced 2.94%	21,459 $929,000
Q2 2020 Aug 13, 2020	SELL	$32.02 - $41.32 $8,101 - $10,453	-253 Reduced 1.13%	22,108 $881,000
Q1 2020 May 13, 2020	BUY	$29.16 - $44.16 $652,046 - $987,461	22,361 New	22,361 $752,000

Others Institutions Holding SPGM

# of Institutions

139

Shares Held

9.75M

Call Options Held

0

Put Options Held

0

About SPDR INDEX SHS FDS S SPDR PORT

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