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

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$22.82 - $23.32 $6,229 - $6,366	273 Added 1.03%	26,814 $623 Million
Q1 2024 May 07, 2024	SELL	$23.14 - $23.52 $11,500 - $11,689	-497 Reduced 1.84%	26,541 $623 Million
Q4 2023 Jan 05, 2024	SELL	$21.84 - $23.52 $28,828 - $31,046	-1,320 Reduced 4.65%	27,038 $632 Million
Q3 2023 Nov 01, 2023	SELL	$22.36 - $23.02 $30,655 - $31,560	-1,371 Reduced 4.61%	28,358 $636 Million
Q2 2023 Jul 31, 2023	SELL	$22.39 - $22.94 $35,331 - $36,199	-1,578 Reduced 5.04%	29,729 $679 Million
Q1 2023 May 10, 2023	BUY	$22.29 - $23.4 $200 - $210	9 Added 0.03%	31,307 $719 Million
Q4 2022 Feb 16, 2023	BUY	$21.71 - $23.0 $679,479 - $719,854	31,298 New	31,298 $715 Million

Others Institutions Holding SPHY

# of Institutions

383

Shares Held

148M

Call Options Held

0

Put Options Held

0

Sei Investments CO Oaks, PA

15M
Shares

$359 Million
0.48% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

13.5M
Shares

$323 Million
13.48% of portfolio
Wells Fargo & Company San Francisco, CA

8.24M
Shares

$197 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.24M
Shares

$149 Million
0.04% of portfolio
Wright Fund Management, LLC Santa Monica, CA

5.93M
Shares

$142 Million
6.27% of portfolio

About SPDR SER TR SPDR PORTFOLIO HIG

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