Great Valley Advisor Group, Inc. Spdr Index Shs Fds S Spdr Port Transaction History

Great Valley Advisor Group, Inc.

$3.21 Billion
Q1 2024

A detailed history of Great Valley Advisor Group, Inc. transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 4,547 shares of SPGM stock, worth $280,277. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,547

Previous 4,501 1.02%

Holding current value

$280,277

Previous $249,000 8.84%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$54.21 - $59.68 $2,493 - $2,745	46 Added 1.02%	4,547 $271,000
Q4 2023 Feb 05, 2024	BUY	$48.07 - $55.48 $216,363 - $249,715	4,501 New	4,501 $249,000
Q2 2022 Jul 19, 2022	SELL	N/A	-12,173 Closed	0 $0
Q1 2022 Apr 20, 2022	SELL	N/A	-17,550 Reduced 59.05%	12,173 $668,000
Q4 2021 Feb 10, 2022	BUY	N/A	10,179 Added 52.08%	29,723 $1.72 Million

Q3 2021 Oct 14, 2021	SELL	N/A	-2,341 Reduced 10.7%	19,544 $1.07 Million
Q2 2021 Jul 27, 2021	SELL	N/A	-260 Reduced 1.17%	21,885 $1.21 Million
Q1 2021 Apr 20, 2021	SELL	N/A	-354 Reduced 1.57%	22,145 $1.16 Million
Q4 2020 Jan 29, 2021	BUY	N/A	49 Added 0.22%	22,499 $1.1 Million
Q3 2020 Oct 21, 2020	SELL	N/A	-46 Reduced 0.2%	22,450 $971,000
Q2 2020 Jul 31, 2020	BUY	N/A	22,496 New	22,496 $896,000

Others Institutions Holding SPGM

# of Institutions

120

Shares Held

9.83M

Call Options Held

Put Options Held

View Full List

About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

More about SPGM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.

Account

Great Valley Advisor Group, Inc. Spdr Index Shs Fds S Spdr Port Transaction History