Wr Wealth Planners, LLC Spdr S&P 500 ETF Trust Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 56,913 shares of SPY stock, worth $33.8 Million. This represents 11.07% of its overall portfolio holdings.

Number of Shares
56,913
Previous 54,895 3.68%
Holding current value
$33.8 Million
Previous $31.5 Million 5.88%
% of portfolio
11.07%
Previous 9.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$567.81 - $607.81 $1.15 Million - $1.23 Million
2,018 Added 3.68%
56,913 $33.4 Million
Q3 2024

Oct 17, 2024
SELL
$517.38 - $573.86 $210,573 - $233,561
-407 Reduced 0.74%
54,895 $31.5 Million
Q2 2024

Jul 31, 2024
SELL
$495.16 - $548.49 $425,837 - $471,701
-860 Reduced 1.53%
55,302 $30.1 Million
Q1 2024

Jul 31, 2024
BUY
$467.28 - $523.17 $9.3 Million - $10.4 Million
19,904 Added 54.9%
56,162 $29.4 Million
Q4 2023

Jul 30, 2024
BUY
$410.68 - $476.69 $14.9 Million - $17.3 Million
36,258 New
36,258 $17.2 Million
Q3 2023

Aug 01, 2024
BUY
$425.88 - $457.79 $2.94 Million - $3.16 Million
6,904 Added 23.68%
36,063 $15.4 Billion
Q2 2023

Aug 01, 2024
SELL
$404.36 - $443.28 $10.6 Million - $11.6 Million
-26,143 Reduced 47.27%
29,159 $12.9 Billion
Q1 2023

Aug 01, 2024
SELL
$379.5 - $416.78 $10.6 Million - $11.6 Million
-27,805 Reduced 50.28%
27,497 $11.3 Billion
Q4 2022

Oct 10, 2024
BUY
$357.63 - $407.42 $379,087 - $431,865
1,060 Added 3.87%
28,437 $10.9 Billion
Q3 2022

Oct 10, 2024
SELL
$357.18 - $429.7 $9.97 Million - $12 Million
-27,925 Reduced 50.5%
27,377 $9.78 Billion
Q2 2022

Oct 17, 2024
BUY
$365.86 - $456.8 $1.68 Million - $2.1 Million
4,604 Added 20.74%
26,801 $10.1 Billion
Q1 2022

Oct 17, 2024
SELL
$416.25 - $477.71 $13.6 Million - $15.6 Million
-32,698 Reduced 59.56%
22,197 $10 Billion

Others Institutions Holding SPY

# of Institutions
5,056
Shares Held
584M
Call Options Held
390M
Put Options Held
668M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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