Unique Wealth, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Unique Wealth, LLC

$480 Billion
Q4 2024

A detailed history of Unique Wealth, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Unique Wealth, LLC holds 103,115 shares of SPGM stock, worth $6.78 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

103,115

Previous 108,743 5.18%

Holding current value

$6.78 Million

Previous $7.04 Billion 7.28%

% of portfolio

1.36%

Previous 1.61%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$63.23 - $66.65 $355,858 - $375,106	-5,628 Reduced 5.18%	103,115 $6.53 Billion
Q3 2024 Oct 03, 2024	SELL	$57.85 - $64.92 $760,553 - $853,503	-13,147 Reduced 10.79%	108,743 $7.04 Billion
Q2 2024 Jul 18, 2024	SELL	$56.67 - $60.99 $1.21 Million - $1.3 Million	-21,288 Reduced 14.87%	121,890 $7.41 Billion
Q1 2024 Apr 11, 2024	BUY	$54.21 - $59.68 $4,174 - $4,595	77 Added 0.05%	143,178 $8.54 Billion
Q4 2023 Jan 11, 2024	BUY	$48.07 - $55.48 $493,390 - $569,446	10,264 Added 7.73%	143,101 $7.92 Billion
Q3 2023 Oct 10, 2023	BUY	$50.1 - $54.28 $407,763 - $441,784	8,139 Added 6.53%	132,837 $6.71 Billion
Q2 2023 Jul 21, 2023	BUY	$49.47 - $52.62 $234,784 - $249,734	4,746 Added 3.96%	124,698 $6.53 Billion
Q1 2023 Apr 20, 2023	BUY	$46.63 - $51.08 $119,605 - $131,020	2,565 Added 2.19%	119,952 $5.98 Billion
Q4 2022 Jan 25, 2023	BUY	$42.72 - $49.46 $5.01 Million - $5.81 Million	117,387 New	117,387 $5.47 Billion

Others Institutions Holding SPGM

# of Institutions

141

Shares Held

10.1M

Call Options Held

Put Options Held

View Full List

About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

More about SPGM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Unique Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Unique Wealth, LLC with notifications on news.

Account

Unique Wealth, LLC Spdr Index Shs Fds S Spdr Port Transaction History