Iht Wealth Management, LLC Spdr Portfolio Transaction History

Iht Wealth Management, LLC

  • $2.59 Billion
  • Q1 2024

A detailed history of Iht Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Iht Wealth Management, LLC holds 461,876 shares of SPYG stock, worth $37 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
461,876
Previous 489,799 5.7%
Holding current value
$37 Million
Previous $31.9 Million 6.03%
% of portfolio
1.31%
Previous 1.44%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$63.12 - $73.73 $1.76 Million - $2.06 Million
-27,923 Reduced 5.7%
461,876 $33.8 Million
Q4 2023

Feb 14, 2024
BUY
$57.02 - $65.3 $497,271 - $569,481
8,721 Added 1.81%
489,799 $31.9 Million
Q3 2023

Nov 14, 2023
BUY
$58.97 - $62.89 $3.22 Million - $3.43 Million
54,541 Added 12.79%
481,078 $28.5 Million
Q2 2023

Aug 14, 2023
SELL
$54.76 - $61.01 $454,781 - $506,688
-8,305 Reduced 1.91%
426,537 $26 Million
Q1 2023

May 15, 2023
BUY
$49.61 - $55.36 $446,390 - $498,129
8,998 Added 2.11%
434,842 $24.1 Million
Q4 2022

Feb 14, 2023
BUY
$49.47 - $55.07 $375,724 - $418,256
7,595 Added 1.82%
425,844 $21.6 Million
Q3 2022

Nov 22, 2022
BUY
N/A
15,318 Added 3.8%
418,249 $21 Million
Q2 2022

Aug 15, 2022
BUY
N/A
32,794 Added 8.86%
402,931 $21.1 Million
Q1 2022

May 16, 2022
SELL
N/A
-32,907 Reduced 8.16%
370,137 $24.5 Million
Q4 2021

Feb 14, 2022
BUY
N/A
8,335 Added 2.11%
403,044 $29.2 Million
Q3 2021

Nov 15, 2021
BUY
N/A
45,397 Added 13.0%
394,709 $25.3 Million
Q2 2021

Aug 16, 2021
SELL
N/A
-10,462 Reduced 2.91%
349,312 $22 Million
Q1 2021

May 18, 2021
SELL
N/A
-165,853 Reduced 31.55%
359,774 $20.3 Million
Q4 2020

Feb 17, 2021
SELL
N/A
-28,233 Reduced 5.1%
525,627 $29.1 Million
Q3 2020

Nov 19, 2020
BUY
N/A
123,703 Added 28.76%
553,860 $27.8 Million
Q2 2020

Aug 14, 2020
BUY
N/A
69,942 Added 19.42%
430,157 $19.3 Million
Q1 2020

May 13, 2020
BUY
N/A
240,545 Added 201.01%
360,215 $12.9 Million
Q4 2019

Feb 18, 2020
BUY
N/A
15,667 Added 15.06%
119,670 $5.02 Million
Q3 2019

Nov 15, 2019
BUY
N/A
86,731 Added 502.15%
104,003 $4.05 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-6,225 Reduced 26.49%
17,272 $669,000
Q1 2019

May 16, 2019
BUY
N/A
1,419 Added 6.43%
23,497 $874,000
Q4 2018

Feb 15, 2019
BUY
N/A
3,730 Added 20.33%
22,078 $718,000
Q3 2018

Nov 14, 2018
SELL
N/A
-48 Reduced 0.26%
18,348 $702,000
Q2 2018

Aug 13, 2018
SELL
N/A
-6,243 Reduced 25.34%
18,396 $646,000
Q1 2018

May 15, 2018
BUY
N/A
1,288 Added 5.52%
24,639 $806,000
Q4 2017

Feb 14, 2018
BUY
N/A
21,964 Added 1583.56%
23,351 $796,000
Q3 2017

Nov 14, 2017
BUY
N/A
1,387
1,387 $174,000

Others Institutions Holding SPYG

# of Institutions
993
Shares Held
269M
Call Options Held
331K
Put Options Held
78.3K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
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