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

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 27,353 shares of SPHY stock, worth $646,898. This represents 0.07% of its overall portfolio holdings.

Number of Shares
27,353
Previous 25,971 5.32%
Holding current value
$646,898
Previous $624,000 2.72%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$23.29 - $23.93 $32,186 - $33,071
1,382 Added 5.32%
27,353 $641,000
Q3 2024

Nov 05, 2024
BUY
$23.04 - $24.06 $598,371 - $624,862
25,971 New
25,971 $624,000
Q3 2023

Nov 09, 2023
BUY
$22.36 - $23.02 $634,084 - $652,801
28,358 New
28,358 $635,000
Q4 2022

Feb 15, 2023
BUY
$21.71 - $23.0 $679,479 - $719,854
31,298 New
31,298 $699,000

Others Institutions Holding SPHY

# of Institutions
449
Shares Held
188M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

SPHY Quotes by TradingView
  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email