Orgel Wealth Management, LLC Spdr Portfolio Transaction History

Orgel Wealth Management, LLC

$3.85 Billion
Q3 2024

A detailed history of Orgel Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 2,765,768 shares of SPYG stock, worth $242 Million. This represents 5.96% of its overall portfolio holdings.

Number of Shares

2,765,768

Previous 2,753,481 0.45%

Holding current value

$242 Million

Previous $221 Million 3.97%

% of portfolio

5.96%

Previous 6.16%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$73.38 - $84.1 $901,620 - $1.03 Million	12,287 Added 0.45%	2,765,768 $229 Million
Q2 2024 Jul 22, 2024	SELL	$68.71 - $80.95 $4.89 Million - $5.76 Million	-71,190 Reduced 2.52%	2,753,481 $221 Million
Q1 2024 Apr 15, 2024	SELL	$63.12 - $73.73 $4.86 Million - $5.67 Million	-76,942 Reduced 2.65%	2,824,671 $207 Million
Q4 2023 Jan 11, 2024	SELL	$57.02 - $65.3 $5.21 Million - $5.96 Million	-91,326 Reduced 3.05%	2,901,613 $189 Million
Q3 2023 Oct 26, 2023	SELL	$58.97 - $62.89 $4.52 Million - $4.82 Million	-76,624 Reduced 2.5%	2,992,939 $177 Million
Q2 2023 Jul 10, 2023	BUY	$54.76 - $61.01 $54.2 Million - $60.4 Million	989,732 Added 47.59%	3,069,563 $187 Million
Q1 2023 Apr 06, 2023	BUY	$49.61 - $55.36 $5.66 Million - $6.32 Million	114,081 Added 5.8%	2,079,831 $115 Million
Q4 2022 Jan 17, 2023	BUY	$49.14 - $55.07 $59 Million - $66.2 Million	1,201,623 Added 157.25%	1,965,750 $0
Q3 2022 Oct 25, 2022	SELL	$50.1 - $61.86 $49.4 Million - $60.9 Million	-985,220 Reduced 56.32%	764,127 $38.3 Million
Q2 2022 Jul 13, 2022	BUY	$50.47 - $67.39 $88.3 Million - $118 Million	1,749,347 New	1,749,347 $91.5 Million

Others Institutions Holding SPYG

# of Institutions

1,096

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Industry ETFs

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Orgel Wealth Management, LLC Spdr Portfolio Transaction History