Jfs Wealth Advisors, LLC Spdr Portfolio Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 8,717 shares of SPYG stock, worth $749,749. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,717

Previous 8,730 0.15%

Holding current value

$749,749

Previous $699,000 3.29%

% of portfolio

0.05%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$73.38 - $84.1 $953 - $1,093	-13 Reduced 0.15%	8,717 $722,000
Q2 2024 Jul 15, 2024	BUY	$68.71 - $80.95 $41,225 - $48,570	600 Added 7.38%	8,730 $699,000
Q1 2024 Apr 30, 2024	SELL	$63.12 - $73.73 $27,015 - $31,556	-428 Reduced 5.0%	8,130 $594,000
Q4 2023 Feb 07, 2024	SELL	$57.02 - $65.3 $38,659 - $44,273	-678 Reduced 7.34%	8,558 $556,000
Q3 2023 Nov 02, 2023	BUY	$58.97 - $62.89 $91,344 - $97,416	1,549 Added 20.15%	9,236 $547,000
Q2 2023 Aug 07, 2023	BUY	$54.76 - $61.01 $821 - $915	15 Added 0.2%	7,687 $468,000
Q1 2023 Apr 19, 2023	BUY	$49.61 - $55.36 $207,469 - $231,515	4,182 Added 119.83%	7,672 $424,000
Q4 2022 Feb 13, 2023	BUY	$49.14 - $55.07 $141,768 - $158,876	2,885 Added 476.86%	3,490 $176,000
Q3 2022 Oct 21, 2022	BUY	$50.1 - $61.86 $5,060 - $6,247	101 Added 20.04%	605 $30,000
Q2 2022 Aug 02, 2022	BUY	$50.47 - $67.39 $50 - $67	1 Added 0.2%	504 $26,000
Q1 2022 May 02, 2022	SELL	$59.17 - $73.03 $29,525 - $36,441	-499 Reduced 49.8%	503 $33,000
Q4 2021 Feb 03, 2022	BUY	$63.39 - $73.48 $63,516 - $73,626	1,002 New	1,002 $73,000
Q1 2021 Apr 28, 2021	SELL	$53.23 - $58.3 $266 - $291	-5 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	$34.16 - $45.45 $170 - $227	5 New	5 $0

Others Institutions Holding SPYG

# of Institutions

1,086

Shares Held

283M

Call Options Held

461K

Put Options Held

35.8K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Jfs Wealth Advisors, LLC Spdr Portfolio Transaction History