Exencial Wealth Advisors, LLC Spdr Portfolio Transaction History

Exencial Wealth Advisors, LLC

  • $2.66 Billion
  • Q4 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 7,689 shares of SPYG stock, worth $632,497. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,689
Previous 7,690 0.01%
Holding current value
$632,497
Previous $637,000 5.97%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Feb 06, 2025
SELL
$81.74 - $91.38 $81 - $91
-1 Reduced 0.01%
7,689 $675,000
Q3 2024

Oct 31, 2024
SELL
$73.38 - $84.1 $20,032 - $22,959
-273 Reduced 3.43%
7,690 $637,000
Q2 2024

Aug 12, 2024
BUY
$68.71 - $80.95 $547,137 - $644,604
7,963 New
7,963 $638,000

Others Institutions Holding SPYG

# of Institutions
1,225
Shares Held
323M
Call Options Held
1.22M
Put Options Held
95.9K
View Full List

About SPDR PORTFOLIO

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