Wealth Enhancement Advisory Services, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Wealth Enhancement Advisory Services, LLC

$55.6 Billion
Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 278,612 shares of SPGM stock, worth $19.8 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

278,612

Previous 337,242 17.39%

Holding current value

$19.8 Million

Previous $21.1 Million 8.67%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$55.5 - $69.0 $3.25 Million - $4.05 Million	-58,630 Reduced 17.39%	278,612 $19.2 Million
Q1 2025 Apr 16, 2025	BUY	$61.91 - $66.79 $1.24 Million - $1.34 Million	20,085 Added 6.33%	337,242 $21.1 Million
Q4 2024 Mar 17, 2025	BUY	$63.23 - $66.65 $516,462 - $544,397	8,168 Added 2.64%	317,157 $20.1 Million
Q3 2024 Oct 23, 2024	BUY	$57.85 - $64.92 $319,100 - $358,098	5,516 Added 1.82%	308,989 $20 Million
Q2 2024 Jul 16, 2024	BUY	$56.67 - $60.99 $162,586 - $174,980	2,869 Added 0.95%	303,473 $18.4 Million
Q1 2024 Apr 15, 2024	BUY	$54.21 - $59.68 $127,664 - $140,546	2,355 Added 0.79%	300,604 $17.9 Million
Q4 2023 Jan 30, 2024	BUY	$48.07 - $55.48 $331,875 - $383,033	6,904 Added 2.37%	298,249 $16.5 Million
Q3 2023 Nov 13, 2023	BUY	$50.1 - $54.28 $14.6 Million - $15.8 Million	291,345 New	291,345 $14.7 Million

Others Institutions Holding SPGM

# of Institutions

150

Shares Held

8.42M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
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Wealth Enhancement Advisory Services, LLC Spdr Index Shs Fds S Spdr Port Transaction History