Wr Wealth Planners, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Wr Wealth Planners, LLC

$318 Million
Q2 2024

A detailed history of Wr Wealth Planners, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 113,237 shares of SPLG stock, worth $7.48 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares

113,237

Previous 110,773 2.22%

Holding current value

$7.48 Million

Previous $6.82 Million 6.34%

% of portfolio

2.28%

Previous 2.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$58.24 - $64.51 $143,503 - $158,952	2,464 Added 2.22%	113,237 $7.25 Million
Q1 2024 Jul 31, 2024	SELL	$54.97 - $61.53 $2.42 Million - $2.71 Million	-43,993 Reduced 28.43%	110,773 $6.82 Million
Q4 2023 Jul 30, 2024	BUY	$48.29 - $56.08 $7.47 Million - $8.68 Million	154,766 New	154,766 $8.65 Million
Q3 2023 Aug 01, 2024	BUY	$50.09 - $53.81 $994,386 - $1.07 Million	19,852 Added 14.44%	157,366 $7.91 Billion
Q2 2023 Aug 01, 2024	BUY	$47.56 - $52.11 $1.15 Million - $1.27 Million	24,277 Added 21.44%	137,514 $7.17 Billion
Q1 2023 Aug 01, 2024	BUY	$44.61 - $48.99 $1.16 Million - $1.28 Million	26,030 Added 22.99%	139,267 $6.71 Billion

Others Institutions Holding SPLG

# of Institutions

1,093

Shares Held

435M

Call Options Held

169K

Put Options Held

165K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

More about SPLG

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Wr Wealth Planners, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History