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

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$35.3 - $38.79 $494 - $543	14 Added 0.17%	8,412 $317 Million
Q1 2024 May 07, 2024	BUY	$33.69 - $36.47 $9,500 - $10,284	282 Added 3.47%	8,398 $304 Million
Q4 2023 Jan 05, 2024	BUY	$32.26 - $35.46 $15,613 - $17,162	484 Added 6.34%	8,116 $287 Million
Q3 2023 Nov 01, 2023	BUY	$33.36 - $36.37 $10,174 - $11,092	305 Added 4.16%	7,632 $256 Million
Q2 2023 Jul 31, 2023	BUY	$33.2 - $35.75 $3,320 - $3,575	100 Added 1.38%	7,327 $252 Million
Q4 2022 Feb 16, 2023	BUY	$30.18 - $34.51 $17,172 - $19,636	569 Added 8.55%	7,227 $252 Million
Q4 2021 Feb 01, 2022	BUY	$40.07 - $44.51 $31,214 - $34,673	779 Added 13.25%	6,658 $278,000
Q3 2021 Dec 09, 2021	SELL	$41.44 - $45.27 $5,677 - $6,201	-137 Reduced 2.28%	5,879 $0
Q2 2021 Aug 19, 2021	BUY	$42.87 - $46.35 $6,001 - $6,489	140 Added 2.38%	6,016 $262,000
Q1 2021 May 11, 2021	BUY	$42.41 - $47.37 $1,611 - $1,800	38 Added 0.65%	5,876 $258,000
Q4 2020 Feb 09, 2021	SELL	$36.44 - $42.49 $218 - $254	-6 Reduced 0.1%	5,838 $265,000
Q3 2020 Dec 18, 2020	SELL	$33.84 - $37.9 $21,251 - $23,801	-628 Reduced 9.7%	5,844 $230,000
Q2 2020 Aug 19, 2020	SELL	$27.38 - $34.3 $15,004 - $18,796	-548 Reduced 7.81%	6,472 $237,000
Q1 2020 May 15, 2020	SELL	$25.76 - $38.65 $5.09 Million - $7.63 Million	-197,528 Reduced 96.57%	7,020 $214,000
Q4 2019 Feb 14, 2020	BUY	$33.84 - $38.03 $206,863 - $232,477	6,113 Added 3.08%	204,548 $7.64 Million
Q3 2019 Nov 15, 2019	BUY	$34.28 - $35.36 $442,109 - $456,037	12,897 Added 6.95%	198,435 $7.1 Million
Q2 2019 Aug 19, 2019	BUY	N/A	8,011 Added 4.51%	185,538 $6.25 Million
Q1 2019 May 16, 2019	BUY	N/A	8,796 Added 5.21%	177,527 $6.11 Million
Q4 2018 Feb 20, 2019	SELL	N/A	-731 Reduced 0.43%	168,731 $5.86 Million
Q3 2018 Nov 21, 2018	BUY	N/A	35,933 Added 26.91%	169,462 $5.52 Million
Q2 2018 Aug 16, 2018	BUY	N/A	7,666 Added 6.09%	133,529 $4.72 Million
Q1 2018 May 16, 2018	BUY	N/A	125,863 New	125,863 $4.95 Million

Others Institutions Holding SPEM

# of Institutions

813

Shares Held

195M

Call Options Held

Put Options Held

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