Bartlett & Co. Wealth Management LLC Spdr Portfolio Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.89 Trillion
  • Q4 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 600 shares of SPYG stock, worth $54,414. This represents 0.0% of its overall portfolio holdings.

Number of Shares
600
Previous 600 -0.0%
Holding current value
$54,414
Previous $49.8 Million 5.98%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$63.12 - $73.73 $37,872 - $44,238
600 New
600 $43.9 Million
Q1 2023

Feb 14, 2024
SELL
$49.61 - $55.36 $76,449 - $85,309
-1,541 Closed
0 $0
Q4 2022

Feb 14, 2024
BUY
$49.14 - $55.07 $75,724 - $84,862
1,541 New
1,541 $78.1 Million
Q3 2022

Feb 14, 2024
SELL
$50.1 - $61.86 $701 - $866
-14 Closed
0 $0
Q2 2022

Feb 14, 2024
SELL
$50.47 - $67.39 $63,642 - $84,978
-1,261 Reduced 98.9%
14 $732,000
Q3 2021

Feb 13, 2024
BUY
$63.23 - $68.45 $28,453 - $30,802
450 Added 54.55%
1,275 $81.6 Million
Q3 2020

Feb 13, 2024
BUY
$45.36 - $54.05 $37,422 - $44,591
825 New
825 $41.3 Million

Others Institutions Holding SPYG

# of Institutions
1,164
Shares Held
293M
Call Options Held
416K
Put Options Held
207K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
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