Intercontinental Wealth Advisors, LLC Spdr Portfolio Transaction History

Intercontinental Wealth Advisors, LLC

  • $416 Million
  • Q2 2023

A detailed history of Intercontinental Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 7,322 shares of SPYG stock, worth $609,263. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,322
Previous 7,672 4.56%
Holding current value
$609,263
Previous $424,000 5.19%
% of portfolio
0.11%
Previous 0.11%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023
SELL
$54.76 - $61.01 $19,166 - $21,353
-350 Reduced 4.56%
7,322 $446,000
Q1 2023

May 03, 2023
BUY
$49.61 - $55.36 $545 - $608
11 Added 0.14%
7,672 $424,000
Q3 2022

Nov 10, 2022
BUY
N/A
1,658 Added 27.62%
7,661 $384,000
Q2 2022

Aug 05, 2022
SELL
N/A
-607 Reduced 9.18%
6,003 $314,000
Q1 2022

May 09, 2022
SELL
N/A
-509 Reduced 7.15%
6,610 $438,000
Q4 2021

Feb 08, 2022
BUY
N/A
95 Added 1.35%
7,119 $516,000
Q3 2021

Nov 12, 2021
SELL
N/A
-85 Reduced 1.2%
7,024 $450,000
Q2 2021

Aug 06, 2021
SELL
N/A
-359 Reduced 4.81%
7,109 $448,000
Q1 2021

May 14, 2021
BUY
N/A
284 Added 3.95%
7,468 $421,000
Q4 2020

Feb 19, 2021
SELL
N/A
-6 Reduced 0.08%
7,184 $397,000
Q3 2020

Mar 10, 2021
BUY
N/A
7,190 New
7,190 $360,000
Q3 2020

Jan 19, 2021
SELL
N/A
-6,712 Closed
0 $0
Q2 2020

Mar 10, 2021
BUY
N/A
6,712 New
6,712 $302,000

Others Institutions Holding SPYG

# of Institutions
999
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
Track This Portfolio

Track Intercontinental Wealth Advisors, LLC Portfolio

Follow Intercontinental Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Intercontinental Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intercontinental Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email