Balanced Wealth Group LLC Spdr Portfolio Transaction History

Balanced Wealth Group LLC

  • $220 Billion
  • Q2 2024

A detailed history of Balanced Wealth Group LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Balanced Wealth Group LLC holds 1,272,825 shares of SPYG stock, worth $105 Million. This represents 9.46% of its overall portfolio holdings.

Number of Shares
1,272,825
Previous 1,277,559 0.37%
Holding current value
$105 Million
Previous $19.3 Billion 7.52%
% of portfolio
9.46%
Previous 8.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,082
Shares Held
293M
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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