Gen Wealth Group, Inc. Spdr Portfolio Transaction History

Gen Wealth Group, Inc.

$436 Million
Q4 2024

A detailed history of Gen Wealth Group, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 114,917 shares of SPYG stock, worth $10.3 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares

114,917

Previous 117,858 2.5%

Holding current value

$10.3 Million

Previous $9.78 Million 3.34%

% of portfolio

2.32%

Previous 2.26%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$81.74 - $91.38 $240,397 - $268,748	-2,941 Reduced 2.5%	114,917 $10.1 Million
Q3 2024 Oct 11, 2024	BUY	$73.38 - $84.1 $27,003 - $30,948	368 Added 0.31%	117,858 $9.78 Million
Q2 2024 Jul 17, 2024	SELL	$68.71 - $80.95 $96,056 - $113,168	-1,398 Reduced 1.18%	117,490 $9.41 Million
Q1 2024 Apr 11, 2024	BUY	$63.12 - $73.73 $168,972 - $197,375	2,677 Added 2.3%	118,888 $8.7 Million
Q4 2023 Jan 11, 2024	BUY	$57.02 - $65.3 $189,249 - $216,730	3,319 Added 2.94%	116,211 $7.56 Million
Q3 2023 Nov 13, 2023	SELL	$58.97 - $62.89 $196,723 - $209,801	-3,336 Reduced 2.87%	112,892 $6.69 Million
Q2 2023 Jul 13, 2023	BUY	$54.76 - $61.01 $216,192 - $240,867	3,948 Added 3.52%	116,228 $7.09 Million
Q1 2023 Apr 11, 2023	BUY	$49.61 - $55.36 $112,961 - $126,054	2,277 Added 2.07%	112,280 $6.22 Million
Q4 2022 Jan 19, 2023	SELL	$49.14 - $55.07 $111,400 - $124,843	-2,267 Reduced 2.02%	110,003 $0
Q3 2022 Oct 14, 2022	BUY	$50.1 - $61.86 $114,428 - $141,288	2,284 Added 2.08%	112,270 $5.63 Million
Q2 2022 Jul 28, 2022	SELL	$50.47 - $67.39 $251,138 - $335,332	-4,976 Reduced 4.33%	109,986 $5.75 Million
Q1 2022 May 05, 2022	BUY	$59.17 - $73.03 $577,380 - $712,626	9,758 Added 9.28%	114,962 $7.61 Million
Q4 2021 Feb 10, 2022	SELL	$63.39 - $73.48 $5,768 - $6,686	-91 Reduced 0.09%	105,204 $7.62 Million
Q3 2021 Oct 19, 2021	BUY	$63.23 - $68.45 $131,834 - $142,718	2,085 Added 2.02%	105,295 $6.74 Million
Q2 2021 Jul 26, 2021	BUY	$57.17 - $63.06 $356,169 - $392,863	6,230 Added 6.42%	103,210 $6.5 Million
Q1 2021 Apr 26, 2021	BUY	$53.23 - $58.3 $2.24 Million - $2.46 Million	42,170 Added 76.94%	96,980 $5.47 Million
Q4 2020 Jan 14, 2021	SELL	$48.59 - $55.29 $37,560 - $42,739	-773 Reduced 1.39%	54,810 $3.03 Million
Q3 2020 Oct 19, 2020	BUY	$45.36 - $54.05 $672,235 - $801,021	14,820 Added 36.36%	55,583 $2.82 Million
Q2 2020 Jul 16, 2020	BUY	$34.16 - $45.45 $436,257 - $580,441	12,771 Added 45.62%	40,763 $1.85 Million
Q1 2020 Apr 20, 2020	SELL	$31.23 - $45.63 $2.88 Million - $4.21 Million	-92,217 Reduced 76.71%	27,992 $1 Million
Q4 2019 Jan 14, 2020	BUY	$37.77 - $42.13 $1.19 Million - $1.33 Million	31,553 Added 35.59%	120,209 $5.04 Million
Q3 2019 Oct 07, 2019	BUY	$38.67 - $39.55 $2.49 Million - $2.55 Million	64,509 Added 267.15%	88,656 $3.45 Million
Q2 2019 Jul 10, 2019	BUY	N/A	16,169 Added 202.67%	24,147 $948,000
Q1 2019 Apr 08, 2019	SELL	N/A	-2,216 Reduced 21.74%	7,978 $299,000
Q4 2018 Jan 11, 2019	BUY	N/A	5 Added 0.05%	10,194 $331,000
Q3 2018 Oct 09, 2018	BUY	N/A	5 Added 0.05%	10,189 $390,000
Q2 2018 Jul 13, 2018	BUY	N/A	4 Added 0.04%	10,184 $357,000
Q1 2018 Apr 12, 2018	BUY	N/A	3 Added 0.03%	10,180 $341,000
Q4 2017 Feb 01, 2018	BUY	N/A	7,634 Added 300.2%	10,177 $358,000
Q3 2017 Oct 18, 2017	BUY	N/A	1 Added 0.04%	2,543 $315,000
Q2 2017 Aug 10, 2017	BUY	N/A	2,542	2,542 $300,000

Others Institutions Holding SPYG

# of Institutions

1,126

Shares Held

282M

Call Options Held

399K

Put Options Held

207K

View Full List

About SPDR PORTFOLIO

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Gen Wealth Group, Inc. Spdr Portfolio Transaction History