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

Wr Wealth Planners, LLC

$318 Million
Q2 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 55,302 shares of SPY stock, worth $31.1 Million. This represents 9.47% of its overall portfolio holdings.

Number of Shares

55,302

Previous 56,162 1.53%

Holding current value

$31.1 Million

Previous $29.4 Million 2.45%

% of portfolio

9.47%

Previous 9.41%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Others Institutions Holding SPY

# of Institutions

4,428

Shares Held

557M

Call Options Held

275M

Put Options Held

402M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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