Cassady Schiller Wealth Management, LLC Spdr Portfolio Transaction History

Cassady Schiller Wealth Management, LLC

  • $223 Million
  • Q1 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 1,463 shares of SPYG stock, worth $121,604. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,463
Previous 1,463 -0.0%
Holding current value
$121,604
Previous $95,000 12.63%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024
SELL
$57.02 - $65.3 $57,020 - $65,300
-1,000 Reduced 40.6%
1,463 $95,000
Q3 2023

Nov 09, 2023
BUY
$58.97 - $62.89 $39,097 - $41,696
663 Added 36.83%
2,463 $146,000
Q4 2022

Feb 13, 2023
BUY
$49.47 - $55.07 $89,046 - $99,126
1,800 New
1,800 $91,000
Q1 2022

May 12, 2022
SELL
N/A
-633 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
N/A
633 New
633 $46,000

Others Institutions Holding SPYG

# of Institutions
999
Shares Held
269M
Call Options Held
331K
Put Options Held
78.3K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
Track This Portfolio

Track Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email