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

Wealth Dimensions Group, Ltd.

  • $418 Million
  • Q1 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 18,668 shares of SPY stock, worth $11.3 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares
18,668
Previous 18,676 0.04%
Holding current value
$11.3 Million
Previous $10.9 Million 4.6%
% of portfolio
2.5%
Previous 2.68%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
5,068
Shares Held
584M
Call Options Held
390M
Put Options Held
668M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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