Modera Wealth Management, LLC Spdr Portfolio Transaction History

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Modera Wealth Management, LLC holds 45,959 shares of SPYG stock, worth $3.97 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
45,959
Previous 47,149 2.52%
Holding current value
$3.97 Million
Previous $3.78 Million 0.87%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 24, 2024
SELL
$73.38 - $84.1 $87,322 - $100,079
-1,190 Reduced 2.52%
45,959 $3.81 Million
Q2 2024

Jul 29, 2024
SELL
$68.71 - $80.95 $37,446 - $44,117
-545 Reduced 1.14%
47,149 $3.78 Million
Q1 2024

May 14, 2024
SELL
$63.12 - $73.73 $233,165 - $272,358
-3,694 Reduced 7.19%
47,694 $3.49 Million
Q4 2023

Feb 14, 2024
SELL
$57.02 - $65.3 $26,970 - $30,886
-473 Reduced 0.91%
51,388 $3.34 Million
Q3 2023

Nov 30, 2023
BUY
$58.97 - $62.89 $3.06 Million - $3.26 Million
51,861 New
51,861 $3.07 Million
Q2 2023

Aug 07, 2023
BUY
$54.76 - $61.01 $2.25 Million - $2.5 Million
41,055 Added 252.55%
57,311 $3.5 Million
Q1 2023

May 05, 2023
BUY
$49.61 - $55.36 $13,146 - $14,670
265 Added 1.66%
16,256 $899,000
Q4 2022

Feb 07, 2023
SELL
$49.14 - $55.07 $244,127 - $273,587
-4,968 Reduced 23.7%
15,991 $810,000
Q3 2022

Nov 01, 2022
SELL
$50.1 - $61.86 $156,512 - $193,250
-3,124 Reduced 12.97%
20,959 $1.05 Million
Q2 2022

Jul 27, 2022
SELL
$50.47 - $67.39 $71,011 - $94,817
-1,407 Reduced 5.52%
24,083 $1.26 Million
Q1 2022

May 03, 2022
SELL
$59.17 - $73.03 $146,978 - $181,406
-2,484 Reduced 8.88%
25,490 $1.69 Million
Q4 2021

Feb 04, 2022
BUY
$63.39 - $73.48 $1.77 Million - $2.06 Million
27,974 New
27,974 $2.03 Million

Others Institutions Holding SPYG

# of Institutions
1,094
Shares Held
279M
Call Options Held
399K
Put Options Held
203K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
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