Aprio Wealth Management, LLC Spdr Portfolio Transaction History

Aprio Wealth Management, LLC

$631 Million
Q4 2024

A detailed history of Aprio Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 7,313 shares of SPYG stock, worth $657,365. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,313

Previous 8,599 14.96%

Holding current value

$657,365

Previous $713,000 9.96%

% of portfolio

0.1%

Previous 0.12%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$81.74 - $91.38 $105,117 - $117,514	-1,286 Reduced 14.96%	7,313 $642,000
Q3 2024 Oct 07, 2024	SELL	$73.38 - $84.1 $131,056 - $150,202	-1,786 Reduced 17.2%	8,599 $713,000
Q2 2024 Jul 10, 2024	SELL	$68.71 - $80.95 $565,620 - $666,380	-8,232 Reduced 44.22%	10,385 $832,000
Q1 2024 Apr 10, 2024	BUY	$63.12 - $73.73 $57,691 - $67,389	914 Added 5.16%	18,617 $1.36 Million
Q4 2023 Jan 17, 2024	SELL	$57.02 - $65.3 $74,068 - $84,824	-1,299 Reduced 6.84%	17,703 $1.15 Million
Q3 2023 Oct 10, 2023	BUY	$58.97 - $62.89 $55,372 - $59,053	939 Added 5.2%	19,002 $1.13 Million
Q2 2023 Jul 13, 2023	BUY	$54.76 - $61.01 $989,129 - $1.1 Million	18,063 New	18,063 $1.1 Million
Q2 2022 Jul 26, 2022	SELL	$50.47 - $67.39 $210,358 - $280,881	-4,168 Closed	0 $0
Q1 2022 Apr 19, 2022	SELL	$59.17 - $73.03 $3.86 Million - $4.76 Million	-65,242 Reduced 94.0%	4,168 $276,000
Q4 2021 Jan 26, 2022	BUY	$63.39 - $73.48 $1.2 Million - $1.39 Million	18,872 Added 37.34%	69,410 $5.03 Million
Q3 2021 Oct 14, 2021	BUY	$63.23 - $68.45 $3.2 Million - $3.46 Million	50,538 New	50,538 $3.24 Million
Q4 2020 Jan 11, 2021	SELL	$48.59 - $55.29 $1.56 Million - $1.78 Million	-32,179 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$45.36 - $54.05 $67,677 - $80,642	1,492 Added 4.86%	32,179 $1.61 Million
Q2 2020 Jul 20, 2020	SELL	$34.16 - $45.45 $1.96 Million - $2.6 Million	-57,311 Reduced 65.13%	30,687 $1.38 Million
Q1 2020 Apr 16, 2020	SELL	$31.23 - $45.63 $603,988 - $882,484	-19,340 Reduced 18.02%	87,998 $3.15 Million
Q4 2019 Feb 14, 2020	BUY	$37.77 - $42.13 $4.05 Million - $4.52 Million	107,338 New	107,338 $4.5 Million

Others Institutions Holding SPYG

# of Institutions

1,103

Shares Held

280M

Call Options Held

399K

Put Options Held

203K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Aprio Wealth Management, LLC Spdr Portfolio Transaction History