Dynasty Wealth Management, LLC Spdr Portfolio Transaction History

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 3,542,609 shares of SPYG stock, worth $323 Million. This represents 5.37% of its overall portfolio holdings.

Number of Shares
3,542,609
Holding current value
$323 Million
% of portfolio
5.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$81.74 - $91.38 $290 Million - $324 Million
3,542,609 New
3,542,609 $311 Billion
Q2 2024

Aug 12, 2024
SELL
$68.71 - $80.95 $7.62 Million - $8.98 Million
-110,972 Reduced 3.09%
3,478,989 $279 Billion
Q1 2024

May 15, 2024
BUY
$63.12 - $73.73 $227 Million - $265 Million
3,589,961 New
3,589,961 $263 Billion

Others Institutions Holding SPYG

# of Institutions
1,173
Shares Held
296M
Call Options Held
856K
Put Options Held
207K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
Track This Portfolio

Track Dynasty Wealth Management, LLC Portfolio

Follow Dynasty Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email