Accurate Wealth Management, LLC Spdr Portfolio Transaction History

Accurate Wealth Management, LLC

$486 Million
Q4 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 6,134 shares of SPYG stock, worth $553,286. This represents 0.11% of its overall portfolio holdings.

Number of Shares

6,134

Previous 5,527 10.98%

Holding current value

$553,286

Previous $458,000 17.69%

% of portfolio

0.11%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$81.74 - $91.38 $49,616 - $55,467	607 Added 10.98%	6,134 $539,000
Q3 2024 Oct 17, 2024	BUY	$73.38 - $84.1 $52,540 - $60,215	716 Added 14.88%	5,527 $458,000
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	$49.14 - $55.07 $67,714 - $75,886	1,378 New	1,378 $0

Others Institutions Holding SPYG

# of Institutions

1,128

Shares Held

283M

Call Options Held

416K

Put Options Held

207K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

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Accurate Wealth Management, LLC Spdr Portfolio Transaction History