Forvis Wealth Advisors, LLC Spdr Portfolio Transaction History

Forvis Wealth Advisors, LLC

  • $3.91 Billion
  • Q1 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 3,739 shares of SPYG stock, worth $310,785. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,739
Previous 3,739 -0.0%
Holding current value
$310,785
Previous $243,000 12.35%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 11, 2024
SELL
$57.02 - $65.3 $12,829 - $14,692
-225 Reduced 5.68%
3,739 $243,000
Q3 2023

Oct 25, 2023
SELL
$58.97 - $62.89 $58,439 - $62,323
-991 Reduced 20.0%
3,964 $234,000
Q2 2023

Aug 08, 2023
SELL
$54.76 - $61.01 $111,546 - $124,277
-2,037 Reduced 29.13%
4,955 $302,000
Q1 2023

Apr 26, 2023
SELL
$49.61 - $55.36 $70,198 - $78,334
-1,415 Reduced 16.83%
6,992 $387,000
Q4 2022

Feb 02, 2023
SELL
$49.47 - $55.07 $153,604 - $170,992
-3,105 Reduced 26.97%
8,407 $425,000
Q3 2022

Oct 13, 2022
BUY
N/A
729 Added 6.76%
11,512 $577,000
Q2 2022

Jul 22, 2022
SELL
N/A
-12,116 Reduced 52.91%
10,783 $564,000
Q1 2022

May 10, 2022
BUY
N/A
1,178 Added 5.42%
22,899 $1.52 Million
Q4 2021

Jan 14, 2022
SELL
N/A
-602 Reduced 2.7%
21,721 $1.57 Million
Q3 2021

Oct 14, 2021
BUY
N/A
4,011 Added 21.9%
22,323 $1.43 Million
Q2 2021

Jul 14, 2021
SELL
N/A
-3,521 Reduced 16.13%
18,312 $1.15 Million
Q1 2021

Apr 23, 2021
BUY
N/A
1,400 Added 6.85%
21,833 $1.23 Million
Q4 2020

Jan 22, 2021
BUY
N/A
14,887 Added 268.43%
20,433 $1.13 Million
Q3 2020

Nov 05, 2020
BUY
N/A
5,546 New
5,546 $278,000

Others Institutions Holding SPYG

# of Institutions
999
Shares Held
269M
Call Options Held
331K
Put Options Held
78.3K
View Full List

About SPDR PORTFOLIO

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