Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.66 Billion
  • Q2 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 889,791 shares of SPYG stock, worth $69.5 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
889,791
Previous 850,552 4.61%
Holding current value
$69.5 Million
Previous $62.2 Million 14.6%
% of portfolio
1.53%
Previous 1.42%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024
BUY
$68.71 - $80.95 $2.7 Million - $3.18 Million
39,239 Added 4.61%
889,791 $71.3 Million
Q1 2024

May 02, 2024
BUY
$63.12 - $73.73 $4.98 Million - $5.82 Million
78,927 Added 10.23%
850,552 $62.2 Million
Q4 2023

Jan 16, 2024
BUY
$57.02 - $65.3 $666,221 - $762,965
11,684 Added 1.54%
771,625 $50.2 Million
Q3 2023

Oct 13, 2023
BUY
$58.97 - $62.89 $791,377 - $843,983
13,420 Added 1.8%
759,941 $45 Million
Q2 2023

Jul 14, 2023
SELL
$54.76 - $61.01 $3.42 Million - $3.81 Million
-62,451 Reduced 7.72%
746,521 $45.5 Million
Q1 2023

Apr 12, 2023
BUY
$49.61 - $55.36 $706,992 - $788,935
14,251 Added 1.79%
808,972 $44.8 Million
Q4 2022

Jan 19, 2023
BUY
$49.47 - $55.07 $39.3 Million - $43.8 Million
794,721 New
794,721 $0
Q2 2022

Jul 08, 2022
BUY
N/A
130,015 Added 22.8%
700,227 $36.6 Million
Q1 2022

Apr 27, 2022
BUY
N/A
73,750 Added 14.86%
570,212 $37.8 Million
Q4 2021

Jan 26, 2022
BUY
N/A
38,863 Added 8.49%
496,462 $36 Million
Q3 2021

Nov 02, 2021
BUY
N/A
457,599 New
457,599 $29.3 Million
Q3 2021

Oct 14, 2021
SELL
N/A
-396,370 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
N/A
11,402 Added 2.96%
396,370 $25 Million
Q1 2021

May 24, 2021
BUY
N/A
48,544 Added 14.43%
384,968 $21.7 Million
Q4 2020

Jan 14, 2021
BUY
N/A
51,243 Added 17.97%
336,424 $18.6 Million
Q3 2020

Oct 13, 2020
BUY
N/A
1,053 Added 0.37%
285,181 $14.3 Million
Q2 2020

Jul 16, 2020
BUY
N/A
271,741 Added 2193.76%
284,128 $12.8 Million
Q4 2019

Jan 29, 2020
SELL
N/A
-575 Reduced 4.44%
12,387 $519,000
Q3 2019

Oct 07, 2019
BUY
N/A
12,962 New
12,962 $504,000

Others Institutions Holding SPYG

# of Institutions
1,081
Shares Held
292M
Call Options Held
461K
Put Options Held
39.8K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
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