Waller Financial Planning Group, Inc Spdr Portfolio Transaction History

Waller Financial Planning Group, Inc

$434 Million
Q3 2025

A detailed history of Waller Financial Planning Group, Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 679,846 shares of SPMD stock, worth $38.8 Million. This represents 8.95% of its overall portfolio holdings.

Number of Shares

679,846

Previous 668,292 1.73%

Holding current value

$38.8 Million

Previous $36.3 Million 7.02%

% of portfolio

8.95%

Previous 8.82%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$54.43 - $58.29 $628,884 - $673,482	11,554 Added 1.73%	679,846 $38.9 Million
Q2 2025 Jul 02, 2025	BUY	$44.89 - $54.38 $4.7 Million - $5.69 Million	104,707 Added 18.58%	668,292 $36.3 Million
Q1 2025 Apr 02, 2025	SELL	$50.21 - $57.73 $5.98 Million - $6.87 Million	-119,026 Reduced 17.44%	563,585 $28.8 Million
Q4 2024 Jan 03, 2025	SELL	$54.13 - $59.56 $80,978 - $89,101	-1,496 Reduced 0.22%	682,611 $37.3 Million
Q3 2024 Oct 02, 2024	BUY	$50.29 - $54.92 $76,440 - $83,478	1,520 Added 0.22%	684,107 $37.4 Million
Q2 2024 Jul 02, 2024	BUY	$49.54 - $53.39 $57,416 - $61,879	1,159 Added 0.17%	682,587 $35 Million
Q1 2024 Apr 02, 2024	SELL	$47.16 - $53.34 $570,164 - $644,880	-12,090 Reduced 1.74%	681,428 $36.3 Million
Q4 2023 Jan 03, 2024	BUY	$40.76 - $49.2 $332,438 - $401,275	8,156 Added 1.19%	693,518 $33.8 Million
Q3 2023 Oct 18, 2023	SELL	$43.23 - $47.8 $237,116 - $262,183	-5,485 Reduced 0.79%	685,362 $30 Million
Q2 2023 Jul 05, 2023	SELL	$42.21 - $45.89 $95,267 - $103,573	-2,257 Reduced 0.33%	690,847 $31.7 Million
Q1 2023 Apr 18, 2023	SELL	$41.67 - $47.74 $4.49 Million - $5.15 Million	-107,782 Reduced 13.46%	693,104 $30.5 Million
Q4 2022 Jan 05, 2023	BUY	$39.32 - $45.21 $311,493 - $358,153	7,922 Added 1.0%	800,886 $0
Q3 2022 Oct 20, 2022	BUY	$38.55 - $46.17 $203,235 - $243,408	5,272 Added 0.67%	792,964 $30.6 Million
Q2 2022 Jul 18, 2022	SELL	$38.67 - $47.45 $780,283 - $957,446	-20,178 Reduced 2.5%	787,692 $31.3 Million
Q1 2022 Apr 18, 2022	BUY	$44.15 - $50.14 $935,317 - $1.06 Million	21,185 Added 2.69%	807,870 $38.1 Million
Q4 2021 Jan 26, 2022	BUY	$46.63 - $50.95 $583,621 - $637,690	12,516 Added 1.62%	786,685 $39.1 Million
Q3 2021 Oct 19, 2021	BUY	$45.05 - $48.67 $843,426 - $911,199	18,722 Added 2.48%	774,169 $35.7 Million
Q2 2021 Jul 22, 2021	BUY	$45.87 - $48.58 $577,411 - $611,525	12,588 Added 1.69%	755,447 $35.7 Million
Q1 2021 Apr 14, 2021	SELL	$39.79 - $47.1 $234,522 - $277,607	-5,894 Reduced 0.79%	742,859 $34 Million
Q4 2020 Jan 14, 2021	BUY	$33.07 - $40.57 $3.22 Million - $3.95 Million	97,454 Added 14.96%	748,753 $30.3 Million
Q3 2020 Oct 19, 2020	BUY	$30.67 - $34.54 $456,338 - $513,920	14,879 Added 2.34%	651,299 $21.3 Million
Q2 2020 Jul 14, 2020	BUY	$23.46 - $34.21 $1.49 Million - $2.17 Million	63,311 Added 11.05%	636,420 $19.9 Million
Q1 2020 Apr 13, 2020	BUY	$21.39 - $37.02 $1.23 Million - $2.13 Million	57,647 Added 11.18%	573,109 $14.5 Million
Q4 2019 Jan 15, 2020	BUY	$32.63 - $36.43 $419,523 - $468,380	12,857 Added 2.56%	515,462 $18.7 Million
Q3 2019 Oct 30, 2019	BUY	$33.7 - $34.71 $454,747 - $468,376	13,494 Added 2.76%	502,605 $17.4 Million
Q2 2019 Jul 16, 2019	BUY	N/A	35,454 Added 7.82%	489,111 $16.6 Million
Q1 2019 Apr 17, 2019	BUY	N/A	29,336 Added 6.91%	453,657 $15.7 Million
Q4 2018 Jan 30, 2019	BUY	N/A	424,321 New	424,321 $12.5 Million

Others Institutions Holding SPMD

# of Institutions

786

Shares Held

224M

Call Options Held

11.2K

Put Options Held

View Full List

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Waller Financial Planning Group, Inc Spdr Portfolio Transaction History