Choice Wealth Advisors, LLC Spdr Portfolio Transaction History

Choice Wealth Advisors, LLC

$163 Million
Q1 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 241,068 shares of SPYG stock, worth $19.8 Million. This represents 10.85% of its overall portfolio holdings.

Number of Shares

241,068

Previous 254,905 5.43%

Holding current value

$19.8 Million

Previous $16.6 Million 6.33%

% of portfolio

10.85%

Previous 10.33%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$49.47 - $55.07 $245,222 - $272,981	4,957 Added 1.91%	264,967 $0
Q3 2022 Nov 09, 2022	BUY	N/A	260,010 New	260,010 $13 Million
Q2 2022 Aug 09, 2022	SELL	N/A	-246,889 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	N/A	6,742 Added 2.81%	246,889 $16 Million
Q4 2021 Feb 14, 2022	SELL	N/A	-3,904 Reduced 1.6%	240,147 $17.4 Million
Q3 2021 Oct 13, 2021	SELL	N/A	-8,034 Reduced 3.19%	244,051 $15.6 Million
Q2 2021 Jul 23, 2021	BUY	N/A	15,602 Added 6.6%	252,085 $15.9 Million
Q1 2021 Apr 16, 2021	BUY	N/A	11,689 Added 5.2%	236,483 $13.3 Million
Q4 2020 Feb 12, 2021	BUY	N/A	224,794 New	224,794 $12.4 Million

Others Institutions Holding SPYG

# of Institutions

996

Shares Held

269M

Call Options Held

331K

Put Options Held

78.3K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Choice Wealth Advisors, LLC Spdr Portfolio Transaction History