Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.33 Billion
Q3 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 908,754 shares of SPYG stock, worth $78.4 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

908,754

Previous 889,791 2.13%

Holding current value

$78.4 Million

Previous $71.3 Million 5.71%

% of portfolio

1.74%

Previous 1.53%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$73.38 - $84.1 $1.39 Million - $1.59 Million	18,963 Added 2.13%	908,754 $75.4 Million
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	$49.14 - $55.07 $39.1 Million - $43.8 Million	794,721 New	794,721 $0
Q2 2022 Jul 08, 2022	BUY	$50.47 - $67.39 $6.56 Million - $8.76 Million	130,015 Added 22.8%	700,227 $36.6 Million
Q1 2022 Apr 27, 2022	BUY	$59.17 - $73.03 $4.36 Million - $5.39 Million	73,750 Added 14.86%	570,212 $37.8 Million
Q4 2021 Jan 26, 2022	BUY	$63.39 - $73.48 $2.46 Million - $2.86 Million	38,863 Added 8.49%	496,462 $36 Million
Q3 2021 Nov 02, 2021	BUY	$63.23 - $68.45 $28.9 Million - $31.3 Million	457,599 New	457,599 $29.3 Million
Q3 2021 Oct 14, 2021	SELL	$63.23 - $68.45 $25.1 Million - $27.1 Million	-396,370 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$57.17 - $63.06 $651,852 - $719,010	11,402 Added 2.96%	396,370 $25 Million
Q1 2021 May 24, 2021	BUY	$53.23 - $58.3 $2.58 Million - $2.83 Million	48,544 Added 14.43%	384,968 $21.7 Million
Q4 2020 Jan 14, 2021	BUY	$48.59 - $55.29 $2.49 Million - $2.83 Million	51,243 Added 17.97%	336,424 $18.6 Million
Q3 2020 Oct 13, 2020	BUY	$45.36 - $54.05 $47,764 - $56,914	1,053 Added 0.37%	285,181 $14.3 Million
Q2 2020 Jul 16, 2020	BUY	$34.16 - $45.45 $9.28 Million - $12.4 Million	271,741 Added 2193.76%	284,128 $12.8 Million
Q4 2019 Jan 29, 2020	SELL	$37.77 - $42.13 $21,717 - $24,224	-575 Reduced 4.44%	12,387 $519,000
Q3 2019 Oct 07, 2019	BUY	$38.67 - $39.55 $501,240 - $512,647	12,962 New	12,962 $504,000

Others Institutions Holding SPYG

# of Institutions

1,095

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.

Account

Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio Transaction History