A detailed history of First Purpose Wealth LLC transactions in Spdr Portfolio stock. As of the latest transaction made, First Purpose Wealth LLC holds 12,371 shares of SPYG stock, worth $1.06 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
12,371
Previous 12,253 0.96%
Holding current value
$1.06 Million
Previous $797,000 13.43%
% of portfolio
0.33%
Previous 0.31%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$63.12 - $73.73 $7,448 - $8,700
118 Added 0.96%
12,371 $904,000
Q4 2023

Apr 22, 2024

SELL
$57.02 - $65.3 $399 - $457
-7 Reduced 0.06%
12,253 $797,000
Q3 2023

Oct 30, 2023

BUY
$58.97 - $62.89 $40,807 - $43,519
692 Added 5.98%
12,260 $726,000
Q2 2023

Jul 21, 2023

BUY
$54.76 - $61.01 $95,775 - $106,706
1,749 Added 17.81%
11,568 $705,000
Q1 2023

May 03, 2023

BUY
$49.61 - $55.36 $99,964 - $111,550
2,015 Added 25.82%
9,819 $543,000
Q4 2022

Jan 26, 2023

BUY
$49.14 - $55.07 $40,196 - $45,047
818 Added 11.71%
7,804 $0
Q3 2022

Oct 24, 2022

BUY
$50.1 - $61.86 $114,478 - $141,350
2,285 Added 48.61%
6,986 $350,000
Q2 2022

Jul 25, 2022

BUY
$50.47 - $67.39 $237,259 - $316,800
4,701 New
4,701 $246,000
Q1 2022

Apr 18, 2022

SELL
$59.17 - $73.03 $185,083 - $228,437
-3,128 Closed
0 $0
Q4 2021

Feb 24, 2022

BUY
$63.39 - $73.48 $198,283 - $229,845
3,128 New
3,128 $227,000

Others Institutions Holding SPYG

About SPDR PORTFOLIO


  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
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