Wealth Plan Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$34.2 - $36.64 $15,321 - $16,414
448 Added 5.04%
9,329 $327 Million
Q4 2023

Jan 05, 2024
SELL
$29.46 - $34.07 $31,433 - $36,352
-1,067 Reduced 10.73%
8,881 $302 Million
Q3 2023

Nov 01, 2023
BUY
$30.88 - $33.58 $36,160 - $39,322
1,171 Added 13.34%
9,948 $308 Million
Q2 2023

Jul 31, 2023
BUY
$31.7 - $33.66 $729 - $774
23 Added 0.26%
8,777 $286 Million
Q4 2022

Feb 16, 2023
BUY
$25.7 - $31.02 $17,373 - $20,969
676 Added 8.37%
8,754 $283 Million
Q1 2022

May 03, 2022
BUY
$31.42 - $36.91 $816 - $959
26 Added 0.32%
8,078 $257,000
Q4 2021

Feb 01, 2022
BUY
$35.28 - $37.98 $9,525 - $10,254
270 Added 3.47%
8,052 $282,000
Q3 2021

Dec 09, 2021
SELL
$35.68 - $38.17 $3,603 - $3,855
-101 Reduced 1.28%
7,782 $0
Q2 2021

Aug 19, 2021
SELL
$35.87 - $38.34 $4,412 - $4,715
-123 Reduced 1.54%
7,883 $296,000
Q4 2020

Feb 09, 2021
BUY
$28.3 - $34.03 $8,773 - $10,549
310 Added 4.03%
8,006 $277,000
Q3 2020

Dec 18, 2020
SELL
$27.73 - $30.19 $32,111 - $34,960
-1,158 Reduced 13.08%
7,696 $241,000
Q2 2020

Aug 19, 2020
SELL
$22.87 - $29.3 $4,642 - $5,947
-203 Reduced 2.24%
8,854 $263,000
Q1 2020

May 15, 2020
SELL
$20.71 - $31.78 $5.52 Million - $8.46 Million
-266,348 Reduced 96.71%
9,057 $226,000
Q4 2019

Feb 14, 2020
BUY
$28.52 - $31.66 $262,184 - $291,050
9,193 Added 3.45%
275,405 $8.69 Million
Q3 2019

Nov 15, 2019
BUY
$29.1 - $29.66 $394,014 - $401,596
13,540 Added 5.36%
266,212 $8.16 Million
Q2 2019

Aug 19, 2019
BUY
N/A
7,272 Added 2.96%
252,672 $7.18 Million
Q1 2019

May 16, 2019
BUY
N/A
13,613 Added 5.87%
245,400 $7.12 Million
Q4 2018

Feb 20, 2019
BUY
N/A
8,685 Added 3.89%
231,787 $6.66 Million
Q3 2018

Nov 21, 2018
BUY
N/A
73,549 Added 49.18%
223,102 $6.17 Million
Q2 2018

Aug 16, 2018
BUY
N/A
1,317 Added 0.89%
149,553 $4.55 Million
Q1 2018

May 16, 2018
BUY
N/A
148,236 New
148,236 $4.66 Million

Others Institutions Holding SPDW

# of Institutions
943
Shares Held
483M
Call Options Held
4.4K
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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