Independent Advisor Alliance Spdr Portfolio Transaction History

Independent Advisor Alliance

$2.71 Billion
Q3 2024

A detailed history of Independent Advisor Alliance transactions in Spdr Portfolio stock. As of the latest transaction made, Independent Advisor Alliance holds 22,019 shares of SPYG stock, worth $2 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

22,019

Previous 24,281 9.32%

Holding current value

$2 Million

Previous $1.95 Million 6.12%

% of portfolio

0.07%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$73.38 - $84.1 $165,985 - $190,234	-2,262 Reduced 9.32%	22,019 $1.83 Million
Q2 2024 Aug 12, 2024	BUY	$68.71 - $80.95 $166,759 - $196,465	2,427 Added 11.11%	24,281 $1.95 Million
Q1 2024 May 08, 2024	BUY	$63.12 - $73.73 $730,045 - $852,761	11,566 Added 112.42%	21,854 $1.6 Million
Q4 2023 Feb 08, 2024	BUY	$57.02 - $65.3 $230,988 - $264,530	4,051 Added 64.95%	10,288 $669,000
Q3 2023 Oct 24, 2023	BUY	$58.97 - $62.89 $64,749 - $69,053	1,098 Added 21.37%	6,237 $369,000
Q2 2023 Jul 28, 2023	BUY	$54.76 - $61.01 $492 - $549	9 Added 0.18%	5,139 $313,000
Q1 2023 May 12, 2023	BUY	$49.61 - $55.36 $496 - $553	10 Added 0.2%	5,130 $283,000
Q4 2022 Feb 13, 2023	BUY	$49.14 - $55.07 $251,596 - $281,958	5,120 New	5,120 $259,000
Q2 2020 Aug 06, 2020	SELL	$34.16 - $45.45 $348,671 - $463,908	-10,207 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$31.23 - $45.63 $1.04 Million - $1.52 Million	-33,383 Reduced 76.58%	10,207 $365,000
Q4 2019 Feb 07, 2020	BUY	$37.77 - $42.13 $1.19 Million - $1.33 Million	31,459 Added 259.33%	43,590 $1.83 Million
Q2 2019 Aug 12, 2019	BUY	N/A	2,031 Added 20.11%	12,131 $0
Q1 2019 May 07, 2019	BUY	N/A	10,100 New	10,100 $376,000

Others Institutions Holding SPYG

# of Institutions

1,097

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Independent Advisor Alliance Spdr Portfolio Transaction History