Pinnacle Family Advisors, LLC Spdr Portfolio Transaction History

Pinnacle Family Advisors, LLC

$171 Million
Q3 2024

A detailed history of Pinnacle Family Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 30,178 shares of SPYG stock, worth $2.6 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

30,178

Previous 66,098 54.34%

Holding current value

$2.6 Million

Previous $5.3 Million 52.76%

% of portfolio

1.46%

Previous 3.26%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$73.38 - $84.1 $2.64 Million - $3.02 Million	-35,920 Reduced 54.34%	30,178 $2.5 Million
Q2 2024 Aug 14, 2024	SELL	$68.71 - $80.95 $153,017 - $180,275	-2,227 Reduced 3.26%	66,098 $5.3 Million
Q1 2024 May 15, 2024	BUY	$63.12 - $73.73 $3.66 Million - $4.28 Million	58,050 Added 564.96%	68,325 $5 Million
Q4 2023 Feb 14, 2024	SELL	$57.02 - $65.3 $151,901 - $173,959	-2,664 Reduced 20.59%	10,275 $668,000
Q3 2023 Nov 14, 2023	SELL	$58.97 - $62.89 $44,227 - $47,167	-750 Reduced 5.48%	12,939 $767,000
Q2 2023 Aug 14, 2023	BUY	$54.76 - $61.01 $41,453 - $46,184	757 Added 5.85%	13,689 $835,000
Q1 2023 May 15, 2023	BUY	$49.61 - $55.36 $94,060 - $104,962	1,896 Added 17.18%	12,932 $715,000
Q4 2022 Feb 10, 2023	BUY	$49.14 - $55.07 $4,864 - $5,451	99 Added 0.91%	11,036 $559,000
Q3 2022 Nov 14, 2022	BUY	$50.1 - $61.86 $6,362 - $7,856	127 Added 1.17%	10,937 $548,000
Q2 2022 Aug 15, 2022	BUY	$50.47 - $67.39 $6,561 - $8,760	130 Added 1.22%	10,810 $565,000
Q1 2022 May 16, 2022	SELL	$59.17 - $73.03 $63,962 - $78,945	-1,081 Reduced 9.19%	10,680 $707,000
Q4 2021 Feb 14, 2022	SELL	$63.39 - $73.48 $123,927 - $143,653	-1,955 Reduced 14.25%	11,761 $852,000
Q3 2021 Nov 12, 2021	SELL	$63.23 - $68.45 $62,724 - $67,902	-992 Reduced 6.74%	13,716 $878,000
Q2 2021 Aug 16, 2021	SELL	$57.17 - $63.06 $51,681 - $57,006	-904 Reduced 5.79%	14,708 $926,000
Q1 2021 May 14, 2021	SELL	$53.23 - $58.3 $252,895 - $276,983	-4,751 Reduced 23.33%	15,612 $880,000
Q4 2020 Feb 16, 2021	BUY	$48.59 - $55.29 $989,438 - $1.13 Million	20,363 New	20,363 $1.13 Million

Others Institutions Holding SPYG

# of Institutions

1,095

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Pinnacle Family Advisors, LLC Spdr Portfolio Transaction History