Foundations Investment Advisors, LLC Spdr Portfolio Transaction History

Foundations Investment Advisors, LLC

$4.46 Billion
Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 54,423 shares of SPYG stock, worth $4.86 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

54,423

Previous 33,994 60.1%

Holding current value

$4.86 Million

Previous $2.72 Million 65.74%

% of portfolio

0.1%

Previous 0.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$73.38 - $84.1 $1.5 Million - $1.72 Million	20,429 Added 60.1%	54,423 $4.51 Million
Q2 2024 Aug 02, 2024	SELL	$68.71 - $80.95 $4,809 - $5,666	-70 Reduced 0.21%	33,994 $2.72 Million
Q1 2024 May 13, 2024	BUY	$63.12 - $73.73 $165,879 - $193,762	2,628 Added 8.36%	34,064 $2.49 Million
Q4 2023 Feb 08, 2024	SELL	$57.02 - $65.3 $672,664 - $770,344	-11,797 Reduced 27.29%	31,436 $2.05 Million
Q3 2023 Oct 05, 2023	SELL	$58.97 - $62.89 $5.93 Million - $6.33 Million	-100,619 Reduced 69.95%	43,233 $2.56 Million
Q2 2023 Jul 19, 2023	SELL	$54.76 - $61.01 $593,488 - $661,226	-10,838 Reduced 7.01%	143,852 $8.78 Million
Q1 2023 Apr 25, 2023	BUY	$49.61 - $55.36 $7.67 Million - $8.56 Million	154,690 New	154,690 $8.56 Million
Q3 2021 Oct 13, 2021	SELL	$63.23 - $68.45 $329,870 - $357,103	-5,217 Closed	0 $0
Q2 2021 Jul 14, 2021	BUY	$57.17 - $63.06 $298,255 - $328,984	5,217 New	5,217 $337,000
Q3 2018 Nov 09, 2018	SELL	N/A	-7,028 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	7,028 New	7,028 $247,000

Others Institutions Holding SPYG

# of Institutions

1,098

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

View Full List

About SPDR PORTFOLIO

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Foundations Investment Advisors, LLC Spdr Portfolio Transaction History