Balanced Wealth Group LLC Spdr Portfolio Transaction History

Balanced Wealth Group LLC

$207 Billion
Q1 2025

A detailed history of Balanced Wealth Group LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Balanced Wealth Group LLC holds 241,618 shares of SPYG stock, worth $24 Million. This represents 9.35% of its overall portfolio holdings.

Number of Shares

241,618

Previous 274,475 11.97%

Holding current value

$24 Million

Previous $21.5 Billion 10.13%

% of portfolio

9.35%

Previous 9.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$80.05 - $92.39 $2.63 Million - $3.04 Million	-32,857 Reduced 11.97%	241,618 $19.3 Billion
Q4 2024 Feb 10, 2025	SELL	$81.74 - $91.38 $1.13 Million - $1.26 Million	-13,831 Reduced 4.8%	274,475 $21.5 Billion
Q3 2024 Oct 28, 2024	SELL	$73.38 - $84.1 $72.2 Million - $82.8 Million	-984,519 Reduced 77.35%	288,306 $20.9 Billion
Q2 2024 Aug 13, 2024	SELL	$68.71 - $80.95 $325,273 - $383,217	-4,734 Reduced 0.37%	1,272,825 $20.8 Billion
Q1 2024 May 13, 2024	BUY	$63.12 - $73.73 $73.5 Million - $85.9 Million	1,165,022 Added 1035.23%	1,277,559 $19.3 Billion
Q4 2023 Feb 06, 2024	BUY	$57.02 - $65.3 $6.42 Million - $7.35 Million	112,537 New	112,537 $7.32 Billion

Others Institutions Holding SPYG

# of Institutions

1,281

Shares Held

313M

Call Options Held

589K

Put Options Held

128K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.

Account

Balanced Wealth Group LLC Spdr Portfolio Transaction History