Neirg Wealth Management, LLC Spdr Portfolio Transaction History

Neirg Wealth Management, LLC

$0
Q4 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	SELL	$54.76 - $61.01 $2.35 Million - $2.62 Million	-42,955 Reduced 31.5%	93,409 $5.7 Million
Q1 2023 May 04, 2023	SELL	$49.61 - $55.36 $126,059 - $140,669	-2,541 Reduced 1.83%	136,364 $7.55 Million
Q4 2022 Feb 02, 2023	SELL	$49.14 - $55.07 $631,940 - $708,200	-12,860 Reduced 8.47%	138,905 $7.04 Million
Q3 2022 Nov 07, 2022	BUY	$50.1 - $61.86 $153,656 - $189,724	3,067 Added 2.06%	151,765 $7.6 Million
Q2 2022 Aug 04, 2022	BUY	$50.47 - $67.39 $251,643 - $336,006	4,986 Added 3.47%	148,698 $7.77 Million
Q1 2022 May 11, 2022	BUY	$59.17 - $73.03 $808,084 - $997,370	13,657 Added 10.5%	143,712 $9.52 Million
Q4 2021 Feb 07, 2022	BUY	$63.39 - $73.48 $8.24 Million - $9.56 Million	130,055 New	130,055 $9.43 Million

Others Institutions Holding SPYG

# of Institutions

1,097

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.86 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.88 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.2 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$712 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$660 Million
0.04% of portfolio

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