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

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 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 78,739 shares of SPLG stock, worth $5.52 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
78,739
Previous 113,237 30.47%
Holding current value
$5.52 Million
Previous $7.25 Million 26.66%
% of portfolio
1.53%
Previous 2.28%

Shares

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

Oct 17, 2024
SELL
$60.84 - $67.51 $2.1 Million - $2.33 Million
-34,498 Reduced 30.47%
78,739 $5.32 Million
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
Q4 2022

Oct 10, 2024
BUY
$41.93 - $47.9 $429,405 - $490,543
10,241 Added 8.0%
138,244 $6.22 Billion
Q3 2022

Oct 10, 2024
BUY
$41.99 - $50.54 $620,024 - $746,273
14,766 Added 13.04%
128,003 $5.37 Billion
Q2 2022

Oct 17, 2024
BUY
$43.16 - $53.73 $199,701 - $248,608
4,627 Added 3.81%
126,087 $5.59 Billion
Q1 2022

Oct 17, 2024
BUY
$48.98 - $56.19 $2.09 Million - $2.4 Million
42,721 Added 54.26%
121,460 $6.45 Billion

Others Institutions Holding SPLG

# of Institutions
1,143
Shares Held
480M
Call Options Held
259K
Put Options Held
171K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email