A detailed history of Wealth Plan Investment Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 47,356 shares of SPYG stock, worth $4.08 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
47,356
Previous 43,611 8.59%
Holding current value
$4.08 Million
Previous $3.49 Million 12.39%
% of portfolio
0.43%
Previous 0.57%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$73.38 - $84.1 $274,808 - $314,954
3,745 Added 8.59%
47,356 $3.93 Million
Q2 2024

Aug 09, 2024

BUY
$68.71 - $80.95 $105,744 - $124,582
1,539 Added 3.66%
43,611 $3.49 Million
Q1 2024

May 16, 2024

BUY
$63.12 - $73.73 $698,296 - $815,674
11,063 Added 35.68%
42,072 $3.08 Million
Q4 2023

Jan 05, 2024

BUY
$57.02 - $65.3 $47,098 - $53,937
826 Added 2.74%
31,009 $2.02 Million
Q3 2023

Nov 15, 2023

SELL
$58.97 - $62.89 $2.1 Million - $2.24 Million
-35,577 Reduced 54.1%
30,183 $1.79 Million
Q3 2023

Nov 09, 2023

BUY
$58.97 - $62.89 $2.68 Million - $2.85 Million
45,368 Added 222.48%
65,760 $3.9 Million
Q2 2023

Aug 14, 2023

BUY
$54.76 - $61.01 $967,992 - $1.08 Million
17,677 Added 651.09%
20,392 $1.24 Million
Q2 2023

Jul 25, 2023

SELL
$54.76 - $61.01 $1.53 Million - $1.71 Million
-27,961 Reduced 91.15%
2,715 $165,000
Q1 2023

May 08, 2023

SELL
$49.61 - $55.36 $3.01 Million - $3.36 Million
-60,735 Reduced 66.44%
30,676 $1.7 Million
Q4 2022

Feb 15, 2023

BUY
$49.14 - $55.07 $3.72 Million - $4.17 Million
75,803 Added 485.67%
91,411 $4.63 Million
Q3 2022

Dec 12, 2022

BUY
$50.1 - $61.86 $213,576 - $263,709
4,263 Added 37.58%
15,608 $821,000
Q1 2022

Sep 07, 2022

BUY
$59.17 - $73.03 $671,283 - $828,525
11,345 New
11,345 $656,000

Others Institutions Holding SPYG

About SPDR PORTFOLIO


  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
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