Wealth Management Resources, Inc. Spdr Portfolio Transaction History

Wealth Management Resources, Inc.

$271 Million
Q4 2024

A detailed history of Wealth Management Resources, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 298,239 shares of SPYG stock, worth $23.9 Million. This represents 9.67% of its overall portfolio holdings.

Number of Shares

298,239

Previous 231,244 28.97%

Holding current value

$23.9 Million

Previous $19.2 Million 36.69%

% of portfolio

9.67%

Previous 7.66%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$81.74 - $91.38 $5.48 Million - $6.12 Million	66,995 Added 28.97%	298,239 $26.2 Million
Q3 2024 Oct 31, 2024	BUY	$73.38 - $84.1 $858,766 - $984,222	11,703 Added 5.33%	231,244 $19.2 Million
Q2 2024 Jul 17, 2024	SELL	$68.71 - $80.95 $412,672 - $486,185	-6,006 Reduced 2.66%	219,541 $17.6 Million
Q1 2024 Apr 19, 2024	BUY	$63.12 - $73.73 $388,188 - $453,439	6,150 Added 2.8%	225,547 $16.5 Million
Q4 2023 Jan 19, 2024	BUY	$57.02 - $65.3 $2.98 Million - $3.41 Million	52,180 Added 31.2%	219,397 $14.3 Million
Q3 2023 Oct 24, 2023	SELL	$58.97 - $62.89 $3.37 Million - $3.6 Million	-57,193 Reduced 25.49%	167,217 $9.91 Million
Q2 2023 Jul 11, 2023	BUY	$54.76 - $61.01 $975,056 - $1.09 Million	17,806 Added 8.62%	224,410 $13.7 Million
Q1 2023 Apr 10, 2023	BUY	$49.61 - $55.36 $266,405 - $297,283	5,370 Added 2.67%	206,604 $11.4 Million
Q4 2022 Jan 17, 2023	BUY	$49.14 - $55.07 $524,913 - $588,257	10,682 Added 5.61%	201,234 $0
Q3 2022 Oct 13, 2022	BUY	$50.1 - $61.86 $264,327 - $326,373	5,276 Added 2.85%	190,552 $10 Million
Q2 2022 Jul 22, 2022	SELL	$50.47 - $67.39 $542,653 - $724,577	-10,752 Reduced 5.48%	185,276 $9.69 Million
Q1 2022 Apr 20, 2022	BUY	$59.17 - $73.03 $330,286 - $407,653	5,582 Added 2.93%	196,028 $13 Million
Q4 2021 Feb 10, 2022	BUY	$63.39 - $73.48 $12.1 Million - $14 Million	190,446 New	190,446 $13.8 Million

Others Institutions Holding SPYG

# of Institutions

1,228

Shares Held

323M

Call Options Held

1.22M

Put Options Held

95.9K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Wealth Management Resources, Inc. Spdr Portfolio Transaction History