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 $81 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
908,754
Previous 889,791 2.13%
Holding current value
$81 Million
Previous $71.3 Million 5.71%
% of portfolio
1.74%
Previous 1.53%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,097
Shares Held
279M
Call Options Held
399K
Put Options Held
203K
View Full List

About SPDR PORTFOLIO

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