Wealth Dimensions Group, Ltd. Spdr S&P 500 ETF Trust Transaction History

Wealth Dimensions Group, Ltd.

$452 Million
Q2 2025

A detailed history of Wealth Dimensions Group, Ltd. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 18,839 shares of SPY stock, worth $12.4 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares

18,839

Previous 18,668 0.92%

Holding current value

$12.4 Million

Previous $10.4 Million 11.46%

% of portfolio

2.57%

Previous 2.5%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$496.48 - $617.85 $84,898 - $105,652	171 Added 0.92%	18,839 $11.6 Million
Q1 2025 May 05, 2025	SELL	$551.42 - $612.93 $4,411 - $4,903	-8 Reduced 0.04%	18,668 $10.4 Million
Q4 2024 Feb 13, 2025	SELL	$567.81 - $607.81 $45,992 - $49,232	-81 Reduced 0.43%	18,676 $10.9 Million
Q3 2024 Nov 12, 2024	SELL	$517.38 - $573.86 $125,723 - $139,447	-243 Reduced 1.28%	18,757 $10.8 Million
Q2 2024 Aug 09, 2024	SELL	$495.16 - $548.49 $27,728 - $30,715	-56 Reduced 0.29%	19,000 $10.3 Million
Q1 2024 May 09, 2024	SELL	$467.28 - $523.17 $80,372 - $89,985	-172 Reduced 0.89%	19,056 $9.97 Million
Q4 2023 Feb 09, 2024	SELL	$410.68 - $476.69 $32,033 - $37,181	-78 Reduced 0.4%	19,228 $9.14 Million
Q3 2023 Nov 14, 2023	SELL	$425.88 - $457.79 $165,241 - $177,622	-388 Reduced 1.97%	19,306 $8.25 Million
Q2 2023 Aug 14, 2023	BUY	$404.36 - $443.28 $5,661 - $6,205	14 Added 0.07%	19,694 $8.73 Million
Q1 2023 May 09, 2023	BUY	$379.5 - $416.78 $497,524 - $546,398	1,311 Added 7.14%	19,680 $8.06 Million
Q4 2022 Feb 10, 2023	BUY	$357.63 - $407.42 $2.97 Million - $3.39 Million	8,313 Added 82.67%	18,369 $7.02 Million
Q3 2022 Nov 10, 2022	SELL	$357.18 - $429.7 $36,789 - $44,259	-103 Reduced 1.01%	10,056 $3.59 Million
Q2 2022 Aug 05, 2022	SELL	$365.86 - $456.8 $1,463 - $1,827	-4 Reduced 0.04%	10,159 $3.83 Million
Q1 2022 May 04, 2022	SELL	$416.25 - $477.71 $114,885 - $131,847	-276 Reduced 2.64%	10,163 $4.59 Million
Q4 2021 Feb 04, 2022	SELL	$428.64 - $477.48 $270,043 - $300,812	-630 Reduced 5.69%	10,439 $4.96 Million
Q3 2021 Nov 03, 2021	BUY	$424.97 - $453.19 $352,725 - $376,147	830 Added 8.11%	11,069 $4.75 Million
Q2 2021 Aug 12, 2021	SELL	$400.61 - $428.06 $23,635 - $25,255	-59 Reduced 0.57%	10,239 $4.38 Million
Q1 2021 May 13, 2021	BUY	$368.79 - $397.26 $203,572 - $219,287	552 Added 5.66%	10,298 $4.08 Million
Q4 2020 Feb 17, 2021	BUY	$326.54 - $373.88 $3.18 Million - $3.64 Million	9,746 New	9,746 $3.64 Million

Others Institutions Holding SPY

# of Institutions

5,208

Shares Held

630M

Call Options Held

380M

Put Options Held

724M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Dimensions Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Dimensions Group, Ltd. with notifications on news.

Account

Wealth Dimensions Group, Ltd. Spdr S&P 500 ETF Trust Transaction History