Great Waters Wealth Management Spdr Index Shs Fds S Spdr Port Transaction History

Great Waters Wealth Management

$742 Billion
Q3 2024

A detailed history of Great Waters Wealth Management transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Great Waters Wealth Management holds 38,449 shares of SPGM stock, worth $2.5 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

38,449

Previous 39,362 2.32%

Holding current value

$2.5 Million

Previous $2.39 Billion 4.09%

% of portfolio

0.34%

Previous 0.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	SELL	$57.85 - $64.92 $52,817 - $59,271	-913 Reduced 2.32%	38,449 $2.49 Billion
Q2 2024 Jul 08, 2024	SELL	$56.67 - $60.99 $36,948 - $39,765	-652 Reduced 1.63%	39,362 $2.39 Billion
Q1 2024 Apr 08, 2024	SELL	$54.21 - $59.68 $32,200 - $35,449	-594 Reduced 1.46%	40,014 $2.39 Billion
Q4 2023 Jan 19, 2024	SELL	$48.07 - $55.48 $308,945 - $356,569	-6,427 Reduced 13.66%	40,608 $2.22 Billion
Q3 2023 Oct 11, 2023	SELL	$50.1 - $54.28 $51,903 - $56,234	-1,036 Reduced 2.16%	47,035 $2.36 Billion
Q2 2023 Jul 07, 2023	SELL	$49.47 - $52.62 $137,031 - $145,757	-2,770 Reduced 5.45%	48,071 $2.52 Billion
Q1 2023 Apr 25, 2023	SELL	$46.63 - $51.08 $109,440 - $119,884	-2,347 Reduced 4.41%	50,841 $2.56 Billion
Q4 2022 Feb 03, 2023	BUY	$42.72 - $49.46 $2.27 Million - $2.63 Million	53,188 New	53,188 $2.65 Billion

Others Institutions Holding SPGM

# of Institutions

139

Shares Held

9.75M

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 Great Waters Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Great Waters Wealth Management with notifications on news.

Account

Great Waters Wealth Management Spdr Index Shs Fds S Spdr Port Transaction History