Waller Financial Planning Group, Inc Spdr Portfolio Transaction History

Waller Financial Planning Group, Inc

$412 Million
Q2 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 99,762 shares of SPYG stock, worth $9.85 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares

99,762

Previous 81,866 21.86%

Holding current value

$9.85 Million

Previous $6.56 Million 44.17%

% of portfolio

2.29%

Previous 1.85%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 02, 2025	BUY	$71.83 - $95.32 $1.29 Million - $1.71 Million	17,896 Added 21.86%	99,762 $9.46 Million
Q1 2025 Apr 02, 2025	SELL	$80.05 - $92.39 $651,607 - $752,054	-8,140 Reduced 9.04%	81,866 $6.56 Million
Q4 2024 Jan 03, 2025	BUY	$81.74 - $91.38 $405,021 - $452,787	4,955 Added 5.83%	90,006 $7.91 Million
Q3 2024 Oct 02, 2024	BUY	$73.38 - $84.1 $145,585 - $166,854	1,984 Added 2.39%	85,051 $7.05 Million
Q2 2024 Jul 02, 2024	BUY	$68.71 - $80.95 $6,321 - $7,447	92 Added 0.11%	83,067 $6.66 Million
Q1 2024 Apr 02, 2024	BUY	$63.12 - $73.73 $749,865 - $875,912	11,880 Added 16.71%	82,975 $6.07 Million
Q4 2023 Jan 03, 2024	SELL	$57.02 - $65.3 $98,473 - $112,773	-1,727 Reduced 2.37%	71,095 $4.63 Million
Q3 2023 Oct 18, 2023	SELL	$58.97 - $62.89 $197,785 - $210,933	-3,354 Reduced 4.4%	72,822 $4.32 Million
Q2 2023 Jul 05, 2023	SELL	$54.76 - $61.01 $381,020 - $424,507	-6,958 Reduced 8.37%	76,176 $4.65 Million
Q1 2023 Apr 18, 2023	SELL	$49.61 - $55.36 $1.81 Million - $2.02 Million	-36,554 Reduced 30.54%	83,134 $4.6 Million
Q4 2022 Jan 05, 2023	BUY	$49.14 - $55.07 $12,235 - $13,712	249 Added 0.21%	119,688 $0
Q3 2022 Oct 20, 2022	BUY	$50.1 - $61.86 $18,537 - $22,888	370 Added 0.31%	119,439 $5.98 Million
Q2 2022 Jul 18, 2022	BUY	$50.47 - $67.39 $362,526 - $484,062	7,183 Added 6.42%	119,069 $6.23 Million
Q1 2022 Apr 18, 2022	BUY	$59.17 - $73.03 $142,540 - $175,929	2,409 Added 2.2%	111,886 $7.41 Million
Q4 2021 Jan 26, 2022	SELL	$63.39 - $73.48 $443,983 - $514,653	-7,004 Reduced 6.01%	109,477 $7.93 Million
Q3 2021 Oct 19, 2021	BUY	$63.23 - $68.45 $150,866 - $163,321	2,386 Added 2.09%	116,481 $7.46 Million
Q2 2021 Jul 22, 2021	BUY	$57.17 - $63.06 $896,711 - $989,096	15,685 Added 15.94%	114,095 $7.19 Million
Q1 2021 Apr 14, 2021	SELL	$53.23 - $58.3 $184,175 - $201,718	-3,460 Reduced 3.4%	98,410 $5.55 Million
Q4 2020 Jan 14, 2021	SELL	$48.59 - $55.29 $763,154 - $868,384	-15,706 Reduced 13.36%	101,870 $5.63 Million
Q3 2020 Oct 19, 2020	SELL	$45.36 - $54.05 $120,929 - $144,097	-2,666 Reduced 2.22%	117,576 $5.89 Million
Q2 2020 Jul 14, 2020	SELL	$34.16 - $45.45 $2.19 Million - $2.91 Million	-63,971 Reduced 34.73%	120,242 $5.4 Million
Q1 2020 Apr 13, 2020	BUY	$31.23 - $45.63 $838,962 - $1.23 Million	26,864 Added 17.07%	184,213 $6.58 Million
Q4 2019 Jan 15, 2020	BUY	$37.77 - $42.13 $88,570 - $98,794	2,345 Added 1.51%	157,349 $6.59 Million
Q3 2019 Oct 30, 2019	BUY	$38.67 - $39.55 $252,592 - $258,340	6,532 Added 4.4%	155,004 $6.12 Million
Q2 2019 Jul 16, 2019	BUY	N/A	6,880 Added 4.86%	148,472 $5.89 Million
Q1 2019 Apr 17, 2019	BUY	N/A	4,622 Added 3.37%	141,592 $5.38 Million
Q4 2018 Jan 30, 2019	BUY	N/A	136,970 New	136,970 $4.45 Million

Others Institutions Holding SPYG

# of Institutions

1,265

Shares Held

306M

Call Options Held

606K

Put Options Held

128K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Waller Financial Planning Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Waller Financial Planning Group, Inc with notifications on news.

Account

Waller Financial Planning Group, Inc Spdr Portfolio Transaction History