Juncture Wealth Strategies, LLC Spdr Portfolio Transaction History

Juncture Wealth Strategies, LLC

$239 Million
Q2 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 16,191 shares of SPYG stock, worth $1.33 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

16,191

Previous 16,650 2.76%

Holding current value

$1.33 Million

Previous $1.22 Million 6.57%

% of portfolio

0.54%

Previous 0.52%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	SELL	$68.71 - $80.95 $31,537 - $37,156	-459 Reduced 2.76%	16,191 $1.3 Million
Q1 2024 Apr 05, 2024	SELL	$63.12 - $73.73 $131,605 - $153,727	-2,085 Reduced 11.13%	16,650 $1.22 Million
Q4 2023 Jan 08, 2024	SELL	$57.02 - $65.3 $45,616 - $52,240	-800 Reduced 4.1%	18,735 $1.22 Million
Q3 2023 Oct 10, 2023	SELL	$58.97 - $62.89 $434,549 - $463,436	-7,369 Reduced 27.39%	19,535 $1.16 Million
Q2 2023 Jul 11, 2023	BUY	$54.76 - $61.01 $132,683 - $147,827	2,423 Added 9.9%	26,904 $1.64 Million
Q1 2023 May 05, 2023	SELL	$49.61 - $55.36 $219,921 - $245,410	-4,433 Reduced 15.33%	24,481 $1.36 Million
Q4 2022 Jan 18, 2023	BUY	$49.14 - $55.07 $38,869 - $43,560	791 Added 2.81%	28,914 $0
Q3 2022 Oct 11, 2022	BUY	$50.1 - $61.86 $363,375 - $448,670	7,253 Added 34.75%	28,123 $1.41 Million
Q2 2022 Jul 14, 2022	SELL	$50.47 - $67.39 $410,270 - $547,813	-8,129 Reduced 28.03%	20,870 $1.09 Million
Q1 2022 Jul 14, 2022	BUY	$59.17 - $73.03 $1.72 Million - $2.12 Million	28,999 New	28,999 $1.92 Million

Others Institutions Holding SPYG

# of Institutions

1,082

Shares Held

293M

Call Options Held

461K

Put Options Held

39.8K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Juncture Wealth Strategies, LLC Spdr Portfolio Transaction History