Accurate Wealth Management, LLC Spdr Portfolio Transaction History

Accurate Wealth Management, LLC

  • $426 Million
  • Q2 2024

A detailed history of Accurate Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 4,811 shares of SPYG stock, worth $375,835. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,811
Previous 6,871 29.98%
Holding current value
$375,835
Previous $502,000 23.31%
% of portfolio
0.09%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$68.71 - $80.95 $141,542 - $166,757
-2,060 Reduced 29.98%
4,811 $385,000
Q1 2024

Apr 22, 2024
BUY
$63.12 - $73.73 $30,234 - $35,316
479 Added 7.49%
6,871 $502,000
Q4 2023

Jan 12, 2024
BUY
$57.02 - $65.3 $44,247 - $50,672
776 Added 13.82%
6,392 $415,000
Q3 2023

Oct 23, 2023
BUY
$58.97 - $62.89 $95,118 - $101,441
1,613 Added 40.29%
5,616 $332,000
Q2 2023

Jul 24, 2023
BUY
$54.76 - $61.01 $219,204 - $244,223
4,003 New
4,003 $244,000
Q4 2022

Jan 11, 2023
BUY
$49.47 - $55.07 $68,169 - $75,886
1,378 New
1,378 $0

Others Institutions Holding SPYG

# of Institutions
1,081
Shares Held
292M
Call Options Held
461K
Put Options Held
39.8K
View Full List

About SPDR PORTFOLIO

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