A detailed history of Horizon Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 224,312 shares of SPYG stock, worth $19.4 Million. This represents 3.72% of its overall portfolio holdings.

Number of Shares
224,312
Previous 218,622 2.6%
Holding current value
$19.4 Million
Previous $17.5 Million 6.2%
% of portfolio
3.72%
Previous 4.2%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$73.38 - $84.1 $417,532 - $478,528
5,690 Added 2.6%
224,312 $18.6 Million
Q2 2024

Jul 19, 2024

SELL
$68.71 - $80.95 $2.33 Million - $2.75 Million
-33,957 Reduced 13.44%
218,622 $17.5 Million
Q1 2024

Apr 18, 2024

SELL
$63.12 - $73.73 $11.7 Million - $13.7 Million
-185,393 Reduced 42.33%
252,579 $18.5 Million
Q4 2023

Jan 22, 2024

BUY
$57.02 - $65.3 $16.1 Million - $18.4 Million
281,981 Added 180.77%
437,972 $28.5 Million
Q3 2023

Oct 24, 2023

SELL
$58.97 - $62.89 $1.05 Million - $1.12 Million
-17,751 Reduced 10.22%
155,991 $9.25 Million
Q2 2023

Jul 31, 2023

BUY
$54.76 - $61.01 $1.93 Million - $2.15 Million
35,236 Added 25.44%
173,742 $10.6 Million
Q1 2023

May 11, 2023

BUY
$49.61 - $55.36 $889,804 - $992,936
17,936 Added 14.88%
138,506 $7.67 Million
Q4 2022

Feb 09, 2023

BUY
$49.14 - $55.07 $5.16 Million - $5.79 Million
105,061 Added 677.42%
120,570 $6.11 Million
Q3 2022

Nov 18, 2022

SELL
$50.1 - $61.86 $16,733 - $20,661
-334 Reduced 2.11%
15,509 $777,000
Q2 2022

Aug 02, 2022

SELL
$50.47 - $67.39 $18,572 - $24,799
-368 Reduced 2.27%
15,843 $828,000
Q1 2022

May 12, 2022

SELL
$59.17 - $73.03 $94,435 - $116,555
-1,596 Reduced 8.96%
16,211 $1.07 Million
Q4 2021

Feb 14, 2022

BUY
$63.39 - $73.48 $1.13 Million - $1.31 Million
17,807 New
17,807 $1.29 Million

Others Institutions Holding SPYG

About SPDR PORTFOLIO


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