Modern Wealth Management, LLC Spdr Portfolio Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Modern Wealth Management, LLC holds 212,470 shares of SPYG stock, worth $19.1 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
212,470
Previous 205,735 3.27%
Holding current value
$19.1 Million
Previous $16.5 Billion 6.9%
% of portfolio
1.07%
Previous 1.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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 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

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
1,103
Shares Held
280M
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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