Drive Wealth Management, LLC Spdr Portfolio Transaction History

Drive Wealth Management, LLC

$388 Million
Q4 2024

A detailed history of Drive Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Drive Wealth Management, LLC holds 12,312 shares of SPYG stock, worth $1.11 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

12,312

Previous 10,535 16.87%

Holding current value

$1.11 Million

Previous $873,000 23.94%

% of portfolio

0.28%

Previous 0.23%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$81.74 - $91.38 $145,251 - $162,382	1,777 Added 16.87%	12,312 $1.08 Million
Q3 2024 Nov 07, 2024	SELL	$73.38 - $84.1 $404,470 - $463,559	-5,512 Reduced 34.35%	10,535 $873,000
Q2 2024 Jul 31, 2024	BUY	$68.71 - $80.95 $20,406 - $24,042	297 Added 1.89%	16,047 $1.29 Million
Q1 2024 Apr 22, 2024	SELL	$63.12 - $73.73 $470,938 - $550,099	-7,461 Reduced 32.14%	15,750 $1.15 Million
Q4 2023 Jan 22, 2024	SELL	$57.02 - $65.3 $790,240 - $904,992	-13,859 Reduced 37.39%	23,211 $1.51 Million
Q3 2023 Oct 10, 2023	SELL	$58.97 - $62.89 $577,552 - $615,944	-9,794 Reduced 20.9%	37,070 $2.2 Million
Q2 2023 Jul 14, 2023	SELL	$54.76 - $61.01 $2.84 Million - $3.16 Million	-51,825 Reduced 52.51%	46,864 $2.86 Million
Q1 2023 Apr 13, 2023	SELL	$49.61 - $55.36 $128,837 - $143,769	-2,597 Reduced 2.56%	98,689 $5.46 Million
Q4 2022 Jan 27, 2023	BUY	$49.14 - $55.07 $4.64 Million - $5.2 Million	94,439 Added 1379.28%	101,286 $0
Q3 2022 Nov 14, 2022	BUY	$50.1 - $61.86 $8,517 - $10,516	170 Added 2.55%	6,847 $343,000
Q2 2022 Nov 14, 2022	BUY	$50.47 - $67.39 $112,901 - $150,751	2,237 Added 50.38%	6,677 $349,000
Q1 2022 Nov 14, 2022	BUY	$59.17 - $73.03 $28,460 - $35,127	481 Added 12.15%	4,440 $294,000
Q4 2021 Nov 14, 2022	BUY	$63.39 - $73.48 $250,961 - $290,907	3,959 New	3,959 $287,000

Others Institutions Holding SPYG

# of Institutions

1,128

Shares Held

283M

Call Options Held

416K

Put Options Held

207K

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 Drive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Drive Wealth Management, LLC with notifications on news.

Account

Drive Wealth Management, LLC Spdr Portfolio Transaction History