Ica Group Wealth Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Ica Group Wealth Management, LLC

$164 Million
Q2 2024

A detailed history of Ica Group Wealth Management, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 2,211 shares of SPGM stock, worth $145,351. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,211

Previous 40,949 94.6%

Holding current value

$145,351

Previous $2.44 Million 94.51%

% of portfolio

0.08%

Previous 0.5%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$56.67 - $60.99 $2.2 Million - $2.36 Million	-38,738 Reduced 94.6%	2,211 $134,000
Q1 2024 May 14, 2024	SELL	$54.21 - $59.68 $391,775 - $431,307	-7,227 Reduced 15.0%	40,949 $2.44 Million
Q4 2023 Mar 07, 2024	BUY	$48.07 - $55.48 $501,418 - $578,711	10,431 Added 27.64%	48,176 $2.67 Million
Q3 2023 Nov 13, 2023	BUY	$50.1 - $54.28 $6,012 - $6,513	120 Added 0.32%	37,745 $1.91 Million
Q2 2023 Aug 11, 2023	BUY	$49.47 - $52.62 $123,823 - $131,707	2,503 Added 7.13%	37,625 $1.97 Million
Q1 2023 May 12, 2023	BUY	$46.63 - $51.08 $221,259 - $242,374	4,745 Added 15.62%	35,122 $1.75 Million
Q4 2022 Feb 14, 2023	BUY	$42.72 - $49.46 $651,608 - $754,413	15,253 Added 100.85%	30,377 $1.42 Million
Q3 2022 Nov 10, 2022	BUY	$42.78 - $50.95 $317,384 - $377,998	7,419 Added 96.29%	15,124 $647,000
Q2 2022 Oct 03, 2022	BUY	$44.97 - $55.51 $346,493 - $427,704	7,705 New	7,705 $384,000

Others Institutions Holding SPGM

# of Institutions

141

Shares Held

10.1M

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 Ica Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.

Account

Ica Group Wealth Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History