Channel Wealth LLC Spdr Portfolio Transaction History

Channel Wealth LLC

$276 Billion
Q2 2024

A detailed history of Channel Wealth LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Channel Wealth LLC holds 3,216 shares of SPYG stock, worth $266,349. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,216

Holding current value

$266,349

% of portfolio

0.09%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$68.71 - $80.95 $220,971 - $260,335	3,216 New	3,216 $258 Million
Q3 2023 Oct 24, 2023	SELL	$58.97 - $62.89 $40,925 - $43,645	-694 Reduced 15.06%	3,914 $232 Million
Q2 2023 Jul 26, 2023	BUY	$54.76 - $61.01 $9,637 - $10,737	176 Added 3.97%	4,608 $281 Million
Q1 2023 Apr 27, 2023	BUY	$49.61 - $55.36 $219,871 - $245,355	4,432 New	4,432 $245 Million

Others Institutions Holding SPYG

# of Institutions

1,083

Shares Held

292M

Call Options Held

461K

Put Options Held

39.8K

Lpl Financial LLC Fort Mill, SC

30M
Shares

$2.49 Billion
1.23% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

21M
Shares

$1.74 Billion
3.76% of portfolio
Allworth Financial LP

12.9M
Shares

$1.07 Billion
6.7% of portfolio
Envestnet Asset Management Inc

12.1M
Shares

$999 Million
0.34% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.5M
Shares

$621 Million
0.17% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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