Walled Lake Planning & Wealth Management, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $257 Million
  • Q2 2025

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 7,308 shares of SPYX stock, worth $397,701. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,308
Previous 7,289 0.26%
Holding current value
$397,701
Previous $333,000 11.71%
% of portfolio
0.14%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$40.79 - $50.93 $775 - $967
19 Added 0.26%
7,308 $372,000
Q1 2025

May 07, 2025
BUY
$45.21 - $50.33 $858 - $956
19 Added 0.26%
7,289 $333,000
Q4 2024

Feb 12, 2025
BUY
$46.53 - $49.91 $930 - $998
20 Added 0.28%
7,270 $350,000
Q3 2024

Nov 14, 2024
BUY
$42.38 - $47.25 $805 - $897
19 Added 0.26%
7,250 $342,000
Q2 2024

Aug 12, 2024
BUY
$40.47 - $44.95 $809 - $899
20 Added 0.28%
7,231 $322,000
Q1 2024

May 13, 2024
BUY
$38.19 - $42.8 $763 - $856
20 Added 0.28%
7,211 $308,000
Q4 2023

Feb 13, 2024
BUY
$33.41 - $38.98 $768 - $896
23 Added 0.32%
7,191 $279,000
Q3 2023

Nov 14, 2023
BUY
$34.55 - $37.33 $3,869 - $4,180
112 Added 1.59%
7,168 $248,000
Q2 2023

Aug 11, 2023
BUY
$32.81 - $36.17 $3,674 - $4,051
112 Added 1.61%
7,056 $255,000
Q1 2023

May 12, 2023
BUY
$31.18 - $96.11 $216,513 - $667,387
6,944 New
6,944 $230,000
Q4 2021

Feb 10, 2022
SELL
$35.32 - $39.44 $28,220 - $31,512
-799 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$35.12 - $37.49 $28,060 - $29,954
799 New
799 $85,000

Others Institutions Holding SPYX

# of Institutions
251
Shares Held
21.1M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 500 FOSSIL FUEL RESER

SPYX Quotes by TradingView
  • Ticker SPYX
  • Sector ETFs
  • Industry ETFs
More about SPYX
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