Choice Wealth Advisors, LLC Spdr Portfolio Transaction History

Choice Wealth Advisors, LLC

$197 Million
Q3 2024

A detailed history of Choice Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Choice Wealth Advisors, LLC holds 232,957 shares of SPYG stock, worth $21.2 Million. This represents 9.79% of its overall portfolio holdings.

Number of Shares

232,957

Previous 235,762 1.19%

Holding current value

$21.2 Million

Previous $18.9 Million 2.28%

% of portfolio

9.79%

Previous 10.15%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$73.38 - $84.1 $205,830 - $235,900	-2,805 Reduced 1.19%	232,957 $19.3 Million
Q2 2024 Jul 15, 2024	SELL	$68.71 - $80.95 $364,575 - $429,520	-5,306 Reduced 2.2%	235,762 $18.9 Million
Q1 2024 Apr 18, 2024	SELL	$63.12 - $73.73 $873,391 - $1.02 Million	-13,837 Reduced 5.43%	241,068 $17.6 Million
Q4 2023 Jan 11, 2024	SELL	$57.02 - $65.3 $114 - $130	-2 Reduced -0.0%	254,905 $16.6 Million
Q3 2023 Oct 10, 2023	SELL	$58.97 - $62.89 $353,171 - $376,648	-5,989 Reduced 2.3%	254,907 $15.1 Million
Q2 2023 Jul 14, 2023	SELL	$54.76 - $61.01 $583,467 - $650,061	-10,655 Reduced 3.92%	260,896 $15.9 Million
Q1 2023 Apr 06, 2023	BUY	$49.61 - $55.36 $326,632 - $364,490	6,584 Added 2.48%	271,551 $15 Million
Q4 2022 Jan 25, 2023	BUY	$49.14 - $55.07 $243,586 - $272,981	4,957 Added 1.91%	264,967 $0
Q3 2022 Nov 09, 2022	BUY	$50.1 - $61.86 $13 Million - $16.1 Million	260,010 New	260,010 $13 Million
Q2 2022 Aug 09, 2022	SELL	$50.47 - $67.39 $12.5 Million - $16.6 Million	-246,889 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	$59.17 - $73.03 $398,924 - $492,368	6,742 Added 2.81%	246,889 $16 Million
Q4 2021 Feb 14, 2022	SELL	$63.39 - $73.48 $247,474 - $286,865	-3,904 Reduced 1.6%	240,147 $17.4 Million
Q3 2021 Oct 13, 2021	SELL	$63.23 - $68.45 $507,989 - $549,927	-8,034 Reduced 3.19%	244,051 $15.6 Million
Q2 2021 Jul 23, 2021	BUY	$57.17 - $63.06 $891,966 - $983,862	15,602 Added 6.6%	252,085 $15.9 Million
Q1 2021 Apr 16, 2021	BUY	$53.23 - $58.3 $622,205 - $681,468	11,689 Added 5.2%	236,483 $13.3 Million
Q4 2020 Feb 12, 2021	BUY	$48.59 - $55.29 $10.9 Million - $12.4 Million	224,794 New	224,794 $12.4 Million

Others Institutions Holding SPYG

# of Institutions

1,097

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Choice Wealth Advisors, LLC Spdr Portfolio Transaction History