Vertex Planning Partners, LLC Spdr Portfolio Transaction History

Vertex Planning Partners, LLC

$418 Billion
Q3 2024

A detailed history of Vertex Planning Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 229,776 shares of SPYG stock, worth $20.2 Million. This represents 4.56% of its overall portfolio holdings.

Number of Shares

229,776

Previous 227,066 1.19%

Holding current value

$20.2 Million

Previous $18.2 Billion 4.74%

% of portfolio

4.56%

Previous 4.72%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$73.38 - $84.1 $198,859 - $227,910	2,710 Added 1.19%	229,776 $19.1 Billion
Q2 2024 Aug 13, 2024	BUY	$68.71 - $80.95 $189,708 - $223,502	2,761 Added 1.23%	227,066 $18.2 Billion
Q1 2024 May 13, 2024	SELL	$63.12 - $73.73 $580,135 - $677,652	-9,191 Reduced 3.94%	224,305 $16.4 Billion
Q4 2023 Feb 14, 2024	BUY	$57.02 - $65.3 $12.6 Million - $14.4 Million	220,117 Added 1645.24%	233,496 $15.2 Billion
Q3 2023 Nov 14, 2023	BUY	$58.97 - $62.89 $788,959 - $841,405	13,379 New	13,379 $793 Million

Others Institutions Holding SPYG

# of Institutions

1,097

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Vertex Planning Partners, LLC Spdr Portfolio Transaction History