Wealth Plan Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 8,621 shares of SPEM stock, worth $339,581. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,621

Previous 8,559 0.72%

Holding current value

$339,581

Previous $328,000 3.35%

% of portfolio

0.04%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$37.07 - $40.63 $2,298 - $2,519	62 Added 0.72%	8,621 $339,000
Q4 2024 Jan 30, 2025	BUY	$38.37 - $42.82 $5,947 - $6,637	155 Added 1.84%	8,559 $328,000
Q3 2024 Nov 05, 2024	BUY	$36.02 - $41.68 $302,712 - $350,278	8,404 New	8,404 $346,000
Q3 2023 Nov 09, 2023	BUY	$33.36 - $36.37 $254,603 - $277,575	7,632 New	7,632 $256,000
Q4 2022 Feb 15, 2023	BUY	$30.18 - $34.51 $14,124 - $16,150	468 Added 6.92%	7,227 $238,000
Q3 2022 Dec 12, 2022	BUY	$31.04 - $35.55 $3,135 - $3,590	101 Added 1.52%	6,759 $229,000
Q1 2022 Sep 07, 2022	BUY	$35.69 - $43.02 $237,624 - $286,427	6,658 New	6,658 $242,000

Others Institutions Holding SPEM

# of Institutions

906

Shares Held

207M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

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Wealth Plan Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History