A detailed history of 9258 Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 300,388 shares of SPYG stock, worth $27.4 Million. This represents 3.75% of its overall portfolio holdings.

Number of Shares
300,388
Previous 303,695 1.09%
Holding current value
$27.4 Million
Previous $24.3 Million 2.38%
% of portfolio
3.75%
Previous 3.8%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$73.38 - $84.1 $242,667 - $278,118
-3,307 Reduced 1.09%
300,388 $24.9 Million
Q2 2024

Aug 02, 2024

SELL
$68.71 - $80.95 $1.18 Million - $1.39 Million
-17,160 Reduced 5.35%
303,695 $24.3 Million
Q1 2024

May 03, 2024

BUY
$63.12 - $73.73 $364,518 - $425,790
5,775 Added 1.83%
320,855 $23.5 Million
Q4 2023

Feb 06, 2024

BUY
$57.02 - $65.3 $1.83 Million - $2.09 Million
32,043 Added 11.32%
315,080 $20.5 Million
Q3 2023

Nov 08, 2023

BUY
$58.97 - $62.89 $1.8 Million - $1.92 Million
30,481 Added 12.07%
283,037 $16.8 Million
Q2 2023

Aug 08, 2023

BUY
$54.76 - $61.01 $5.53 Million - $6.16 Million
100,957 Added 66.59%
252,556 $15.4 Million
Q1 2023

May 03, 2023

BUY
$49.61 - $55.36 $494,859 - $552,216
9,975 Added 7.04%
151,599 $8.39 Million
Q4 2022

Feb 03, 2023

BUY
$49.14 - $55.07 $1.72 Million - $1.93 Million
35,046 Added 32.88%
141,624 $7.18 Million
Q3 2022

Nov 08, 2022

BUY
$50.1 - $61.86 $1.73 Million - $2.13 Million
34,451 Added 47.76%
106,578 $5.34 Million
Q2 2022

Aug 04, 2022

BUY
$50.47 - $67.39 $1.58 Million - $2.11 Million
31,271 Added 76.54%
72,127 $3.77 Million
Q1 2022

May 13, 2022

BUY
$59.17 - $73.03 $1.6 Million - $1.98 Million
27,056 Added 196.06%
40,856 $2.71 Million
Q4 2019

Feb 06, 2020

BUY
$37.77 - $42.13 $521,226 - $581,394
13,800 New
13,800 $578,000

Others Institutions Holding SPYG

About SPDR PORTFOLIO


  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
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