Modern Wealth Management, LLC Spdr Portfolio Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Modern Wealth Management, LLC holds 203,249 shares of SPYG stock, worth $21.1 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
203,249
Previous 276,954 26.61%
Holding current value
$21.1 Million
Previous $22.3 Million 12.96%
% of portfolio
0.51%
Previous 0.73%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$71.83 - $95.32 $5.29 Million - $7.03 Million
-73,705 Reduced 26.61%
203,249 $19.4 Million
Q1 2025

May 30, 2025
BUY
$80.05 - $92.39 $251,357 - $290,104
3,140 Added 1.15%
276,954 $22.3 Million
Q1 2025

May 15, 2025
BUY
$80.05 - $92.39 $1.21 Million - $1.39 Million
15,093 Added 5.83%
273,814 $22 Billion
Q4 2024

May 30, 2025
SELL
$81.74 - $91.38 $2.24 Million - $2.5 Million
-27,346 Reduced 9.99%
246,468 $21.7 Million
Q4 2024

May 29, 2025
SELL
$81.74 - $91.38 $2.24 Million - $2.5 Million
-27,346 Reduced 9.99%
246,468 $21.7 Million
Q4 2024

Feb 11, 2025
BUY
$81.74 - $91.38 $3.78 Million - $4.23 Million
46,251 Added 21.77%
258,721 $23.7 Billion
Q3 2024

May 30, 2025
SELL
$73.38 - $84.1 $4.08 Million - $4.68 Million
-55,656 Reduced 20.33%
218,158 $18.1 Million
Q3 2024

May 29, 2025
SELL
$73.38 - $84.1 $4.08 Million - $4.68 Million
-55,656 Reduced 20.33%
218,158 $18.1 Million
Q3 2024

Nov 05, 2024
BUY
$73.38 - $84.1 $494,214 - $566,413
6,735 Added 3.27%
212,470 $17.6 Billion
Q2 2024

May 29, 2025
SELL
$68.71 - $80.95 $4.42 Million - $5.21 Million
-64,342 Reduced 23.5%
209,472 $16.8 Million
Q2 2024

Aug 07, 2024
BUY
$68.71 - $80.95 $9.99 Million - $11.8 Million
145,424 Added 241.12%
205,735 $16.5 Billion
Q1 2024

May 28, 2025
SELL
$63.12 - $73.73 $14.3 Million - $16.7 Million
-226,043 Reduced 82.55%
47,771 $3.49 Billion
Q1 2024

May 13, 2024
BUY
$63.12 - $73.73 $2.25 Million - $2.63 Million
35,653 Added 144.59%
60,311 $4.43 Billion
Q4 2023

May 28, 2025
SELL
$57.02 - $65.3 $14.2 Million - $16.3 Million
-249,156 Reduced 90.99%
24,658 $1.6 Billion
Q4 2023

Feb 14, 2024
BUY
$57.02 - $65.3 $1.41 Million - $1.61 Million
24,658 New
24,658 $1.6 Billion

Others Institutions Holding SPYG

# of Institutions
1,353
Shares Held
319M
Call Options Held
342K
Put Options Held
167K
View Full List

About SPDR PORTFOLIO

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