A detailed history of Investments & Financial Planning, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 381,274 shares of SPYG stock, worth $32.8 Million. This represents 20.04% of its overall portfolio holdings.

Number of Shares
381,274
Previous 392,891 2.96%
Holding current value
$32.8 Million
Previous $31.5 Million 0.44%
% of portfolio
20.04%
Previous 21.14%

Shares

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

Oct 15, 2024

SELL
$73.38 - $84.1 $852,455 - $976,989
-11,617 Reduced 2.96%
381,274 $31.6 Million
Q2 2024

Jul 18, 2024

BUY
$68.71 - $80.95 $311,668 - $367,189
4,536 Added 1.17%
392,891 $31.5 Million
Q1 2024

May 03, 2024

SELL
$63.12 - $73.73 $24,427 - $28,533
-387 Reduced 0.1%
388,355 $28.4 Million
Q4 2023

Jan 18, 2024

BUY
$57.02 - $65.3 $78,060 - $89,395
1,369 Added 0.35%
388,742 $25.3 Million
Q3 2023

Oct 18, 2023

BUY
$58.97 - $62.89 $327,165 - $348,913
5,548 Added 1.45%
387,373 $23 Million
Q2 2023

Jul 18, 2023

BUY
$54.76 - $61.01 $2,957 - $3,294
54 Added 0.01%
381,825 $23.3 Million
Q1 2023

May 02, 2023

BUY
$49.61 - $55.36 $355,654 - $396,875
7,169 Added 1.91%
381,771 $21.1 Million
Q4 2022

Feb 28, 2023

BUY
$49.14 - $55.07 $759,655 - $851,327
15,459 Added 4.3%
374,602 $19 Million
Q2 2022

Aug 11, 2022

SELL
$50.47 - $67.39 $8,327 - $11,119
-165 Reduced 0.05%
359,143 $18.8 Million
Q1 2022

May 09, 2022

BUY
$59.17 - $73.03 $687,614 - $848,681
11,621 Added 3.34%
359,308 $23.8 Million
Q4 2021

Feb 11, 2022

BUY
$63.39 - $73.48 $22 Million - $25.5 Million
347,687 New
347,687 $22.9 Million

Others Institutions Holding SPYG

About SPDR PORTFOLIO


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