Pcg Wealth Advisors, LLC Spdr Portfolio Transaction History

Pcg Wealth Advisors, LLC

$247 Million
Q3 2024

A detailed history of Pcg Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 4,839 shares of SPMD stock, worth $275,242. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,839

Previous 4,839 -0.0%

Holding current value

$275,242

Previous $248,000 6.45%

% of portfolio

0.11%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	SELL	$40.76 - $49.2 $766,206 - $924,861	-18,798 Reduced 79.53%	4,839 $235,000
Q3 2023 Oct 19, 2023	BUY	$43.23 - $47.8 $48,806 - $53,966	1,129 Added 5.02%	23,637 $1.04 Million
Q2 2023 Jul 20, 2023	BUY	$42.21 - $45.89 $72,179 - $78,471	1,710 Added 8.22%	22,508 $1.03 Million
Q1 2023 May 08, 2023	SELL	$41.67 - $47.74 $4,875 - $5,585	-117 Reduced 0.56%	20,798 $913,000
Q4 2022 Feb 13, 2023	SELL	$39.32 - $45.21 $640,090 - $735,973	-16,279 Reduced 43.77%	20,915 $888,000
Q3 2022 Oct 12, 2022	BUY	$38.55 - $46.17 $701,301 - $839,924	18,192 Added 95.74%	37,194 $1.44 Million
Q2 2022 Jul 13, 2022	SELL	$38.67 - $47.45 $3,016 - $3,701	-78 Reduced 0.41%	19,002 $754,000
Q1 2022 Apr 22, 2022	BUY	$44.15 - $50.14 $842,382 - $956,671	19,080 New	19,080 $900,000

Others Institutions Holding SPMD

# of Institutions

656

Shares Held

188M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Pcg Wealth Advisors, LLC Spdr Portfolio Transaction History