WIPFLI FINANCIAL ADVISORS LLC, – SPDR S&P 500 ETF Trust Transaction History
WIPFLI FINANCIAL ADVISORS LLC, portfolio value:
$3.90M
portfolio value
WIPFLI FINANCIAL ADVISORS LLC, quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +68.91% | 4.45K shares | 1.47M | $357.18 | 10.91K |
| Q2 2022 | share | Decrease | -9.69% | -693 shares | -793.11K | $377.25 | 6.45K |
| Q1 2022 | share | Increase | +139.36% | 4.16K shares | 1.81M | $451.64 | 7.15K |
| Q4 2021 | share | Decrease | -0.50% | -15 shares | 130.47K | $476.16 | 2.98K |
| Q3 2021 | share | Decrease | -14.88% | -525 shares | -221.48K | $429.14 | 3.00K |
| Q2 2021 | share | Increase | +17.48% | 525 shares | 320.01K | $426.68 | 3.52K |
| Q1 2021 | share | Decrease | -4.73% | -149 shares | 11.71K | $393.75 | 3.00K |
| Q4 2020 | share | Increase | 0.00% | 3.15K shares | 1.17M | $370.23 | 3.15K |