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 $22.8 Million. This represents 9.67% of its overall portfolio holdings.

Number of Shares

298,239

Previous 231,244 28.97%

Holding current value

$22.8 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

1,219

Shares Held

323M

Call Options Held

1.22M

Put Options Held

95.9K

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 Wealth Management Resources, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Resources, Inc. with notifications on news.

Account

Wealth Management Resources, Inc. Spdr Portfolio Transaction History