Buckingham Strategic Wealth, LLC Spdr Portfolio Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 14,650 shares of SPYG stock, worth $1.33 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,650

Previous 15,873 7.7%

Holding current value

$1.33 Million

Previous $1.16 Million 1.03%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$68.71 - $80.95 $84,032 - $99,001	-1,223 Reduced 7.7%	14,650 $1.17 Million
Q1 2024 May 09, 2024	BUY	$63.12 - $73.73 $358,710 - $419,007	5,683 Added 55.77%	15,873 $1.16 Million
Q4 2023 Feb 14, 2024	BUY	$57.02 - $65.3 $31,931 - $36,568	560 Added 5.82%	10,190 $662,000
Q3 2023 Nov 13, 2023	BUY	$58.97 - $62.89 $6,840 - $7,295	116 Added 1.22%	9,630 $570,000
Q2 2023 Aug 11, 2023	BUY	$54.76 - $61.01 $89,751 - $99,995	1,639 Added 20.81%	9,514 $580,000
Q4 2022 Feb 13, 2023	SELL	$49.14 - $55.07 $26,191 - $29,352	-533 Reduced 6.34%	7,875 $399,000
Q3 2022 Nov 07, 2022	SELL	$50.1 - $61.86 $31,212 - $38,538	-623 Reduced 6.9%	8,408 $421,000
Q2 2022 Aug 12, 2022	BUY	$50.47 - $67.39 $53,649 - $71,635	1,063 Added 13.34%	9,031 $472,000
Q1 2022 May 10, 2022	BUY	$59.17 - $73.03 $471,466 - $581,903	7,968 New	7,968 $528,000
Q4 2021 Feb 09, 2022	SELL	$63.39 - $73.48 $215,906 - $250,272	-3,406 Closed	0 $0
Q3 2021 Nov 10, 2021	SELL	$63.23 - $68.45 $40,720 - $44,081	-644 Reduced 15.9%	3,406 $218,000
Q2 2021 Aug 06, 2021	BUY	$57.17 - $63.06 $231,538 - $255,393	4,050 New	4,050 $255,000
Q2 2019 Aug 05, 2019	SELL	N/A	-15,428 Closed	0 $0
Q1 2019 May 02, 2019	BUY	N/A	15,428 New	15,428 $574,000

Others Institutions Holding SPYG

# of Institutions

1,164

Shares Held

293M

Call Options Held

416K

Put Options Held

207K

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 Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Account

Buckingham Strategic Wealth, LLC Spdr Portfolio Transaction History