Lwm Advisory Services, LLC Spdr Portfolio Transaction History

Lwm Advisory Services, LLC

$131 Million
Q3 2024

A detailed history of Lwm Advisory Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 16,187 shares of SPYG stock, worth $1.4 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

16,187

Previous 18,350 11.79%

Holding current value

$1.4 Million

Previous $1.47 Million 8.71%

% of portfolio

1.02%

Previous 1.27%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$73.38 - $84.1 $158,720 - $181,908	-2,163 Reduced 11.79%	16,187 $1.34 Million
Q2 2024 Aug 08, 2024	SELL	$68.71 - $80.95 $75,581 - $89,045	-1,100 Reduced 5.66%	18,350 $1.47 Million
Q1 2024 May 09, 2024	SELL	$63.12 - $73.73 $15,338 - $17,916	-243 Reduced 1.23%	19,450 $1.42 Million
Q4 2023 Feb 05, 2024	BUY	$57.02 - $65.3 $11,746 - $13,451	206 Added 1.06%	19,693 $1.28 Million
Q3 2023 Nov 02, 2023	BUY	$58.97 - $62.89 $9,199 - $9,810	156 Added 0.81%	19,487 $1.16 Million
Q2 2023 Aug 07, 2023	BUY	$54.76 - $61.01 $38,934 - $43,378	711 Added 3.82%	19,331 $1.18 Million
Q1 2023 May 02, 2023	BUY	$49.61 - $55.36 $321,373 - $358,622	6,478 Added 53.35%	18,620 $1.03 Million
Q4 2022 Feb 07, 2023	SELL	$49.14 - $55.07 $4,275 - $4,791	-87 Reduced 0.71%	12,142 $615,000
Q3 2022 Nov 16, 2022	BUY	$50.1 - $61.86 $156,562 - $193,312	3,125 Added 34.33%	12,229 $613,000
Q2 2022 Aug 15, 2022	BUY	$50.47 - $67.39 $4,340 - $5,795	86 Added 0.95%	9,104 $476,000
Q1 2022 May 09, 2022	BUY	$59.17 - $73.03 $91,950 - $113,488	1,554 Added 20.82%	9,018 $597,000
Q4 2021 Feb 18, 2022	BUY	$63.39 - $73.48 $473,142 - $548,454	7,464 New	7,464 $541,000

Others Institutions Holding SPYG

# of Institutions

1,095

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Lwm Advisory Services, LLC Spdr Portfolio Transaction History