Partnership Wealth Management, LLC Spdr Portfolio Transaction History

Partnership Wealth Management, LLC

  • $142 Billion
  • Q3 2024

A detailed history of Partnership Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 1,299 shares of SPYG stock, worth $111,726. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,299
Previous 1,867 30.42%
Holding current value
$111,726
Previous $150 Million 27.99%
% of portfolio
0.08%
Previous 0.11%

Shares

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

Oct 08, 2024
SELL
$73.38 - $84.1 $41,679 - $47,768
-568 Reduced 30.42%
1,299 $108 Million
Q2 2024

Jul 03, 2024
BUY
$68.71 - $80.95 $137 - $161
2 Added 0.11%
1,867 $150 Million
Q1 2024

Apr 10, 2024
BUY
$63.12 - $73.73 $189 - $221
3 Added 0.16%
1,865 $136 Million
Q4 2023

Feb 07, 2024
BUY
$57.02 - $65.3 $106,171 - $121,588
1,862 New
1,862 $125 Million

Others Institutions Holding SPYG

# of Institutions
1,084
Shares Held
289M
Call Options Held
461K
Put Options Held
35.8K
View Full List

About SPDR PORTFOLIO

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