Destiny Wealth Partners, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Destiny Wealth Partners, LLC

$528 Million
Q3 2024

A detailed history of Destiny Wealth Partners, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 43,732 shares of SPGM stock, worth $2.86 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

43,732

Previous 41,224 6.08%

Holding current value

$2.86 Million

Previous $2.51 Million 13.05%

% of portfolio

0.54%

Previous 0.48%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$57.85 - $64.92 $145,087 - $162,819	2,508 Added 6.08%	43,732 $2.83 Million
Q2 2024 Jul 25, 2024	BUY	$56.67 - $60.99 $25,104 - $27,018	443 Added 1.09%	41,224 $2.51 Million
Q1 2024 Apr 09, 2024	SELL	$54.21 - $59.68 $925,581 - $1.02 Million	-17,074 Reduced 29.51%	40,781 $2.43 Million
Q4 2023 Jan 19, 2024	BUY	$48.07 - $55.48 $162,428 - $187,466	3,379 Added 6.2%	57,855 $3.2 Million
Q3 2023 Oct 10, 2023	BUY	$50.1 - $54.28 $279,608 - $302,936	5,581 Added 11.41%	54,476 $2.75 Million
Q2 2023 Jul 26, 2023	BUY	$49.47 - $52.62 $612,389 - $651,382	12,379 Added 33.9%	48,895 $2.56 Million
Q1 2023 Apr 26, 2023	BUY	$46.63 - $51.08 $67,333 - $73,759	1,444 Added 4.12%	36,516 $1.82 Million
Q4 2022 Jan 26, 2023	SELL	$42.72 - $49.46 $67,967 - $78,690	-1,591 Reduced 4.34%	35,072 $0
Q3 2022 Oct 25, 2022	BUY	$42.78 - $50.95 $7,828 - $9,323	183 Added 0.5%	36,663 $1.57 Million
Q2 2022 Jul 15, 2022	SELL	$44.97 - $55.51 $251,292 - $310,189	-5,588 Reduced 13.28%	36,480 $1.68 Million
Q1 2022 Apr 21, 2022	BUY	$50.64 - $58.29 $308,802 - $355,452	6,098 Added 16.95%	42,068 $2.31 Million
Q4 2021 Jan 20, 2022	BUY	$54.48 - $58.88 $160,933 - $173,931	2,954 Added 8.95%	35,970 $2.08 Million
Q3 2021 Oct 28, 2021	BUY	$54.18 - $57.66 $188,167 - $200,253	3,473 Added 11.76%	33,016 $1.81 Million
Q2 2021 Jul 27, 2021	BUY	$52.95 - $55.77 $206,134 - $217,112	3,893 Added 15.18%	29,543 $1.64 Million
Q1 2021 Apr 22, 2021	BUY	$48.86 - $52.85 $25,846 - $27,957	529 Added 2.11%	25,650 $1.34 Million
Q4 2020 Feb 05, 2021	BUY	$42.03 - $49.28 $1.06 Million - $1.24 Million	25,121 New	25,121 $1.22 Million

Others Institutions Holding SPGM

# of Institutions

140

Shares Held

9.76M

Call Options Held

Put Options Held

View Full List

About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

More about SPGM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Destiny Wealth Partners, LLC with notifications on news.

Account

Destiny Wealth Partners, LLC Spdr Index Shs Fds S Spdr Port Transaction History