Schechter Investment Advisors, LLC Spdr Portfolio Transaction History

Schechter Investment Advisors, LLC

$945 Million
Q4 2024

A detailed history of Schechter Investment Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 12,107 shares of SPYG stock, worth $1.11 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

12,107

Previous 11,295 7.19%

Holding current value

$1.11 Million

Previous $936,000 13.68%

% of portfolio

0.11%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$81.74 - $91.38 $66,372 - $74,200	812 Added 7.19%	12,107 $1.06 Million
Q3 2024 Nov 12, 2024	SELL	$73.38 - $84.1 $85,120 - $97,556	-1,160 Reduced 9.31%	11,295 $936,000
Q1 2024 May 06, 2024	BUY	$63.12 - $73.73 $786,159 - $918,307	12,455 New	12,455 $911,000
Q4 2022 Feb 13, 2023	SELL	$49.14 - $55.07 $748,205 - $838,495	-15,226 Reduced 76.84%	4,590 $232,000
Q3 2022 Nov 04, 2022	SELL	$50.1 - $61.86 $280,159 - $345,921	-5,592 Reduced 22.01%	19,816 $993,000
Q2 2022 Nov 03, 2022	BUY	$50.47 - $67.39 $1.28 Million - $1.71 Million	25,408 New	25,408 $1.33 Million
Q1 2022 Nov 18, 2022	SELL	$59.17 - $73.03 $124,316 - $153,436	-2,101 Reduced 10.6%	17,715 $1.17 Million

Others Institutions Holding SPYG

# of Institutions

1,159

Shares Held

291M

Call Options Held

416K

Put Options Held

207K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Schechter Investment Advisors, LLC Spdr Portfolio Transaction History