Principle Wealth Partners LLC Spdr Portfolio Transaction History

Principle Wealth Partners LLC

$1.33 Billion
Q3 2024

A detailed history of Principle Wealth Partners LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Principle Wealth Partners LLC holds 7,132 shares of SPYG stock, worth $639,383. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,132

Previous 7,132 -0.0%

Holding current value

$639,383

Previous $571,000 3.5%

% of portfolio

0.04%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$63.12 - $73.73 $69,116 - $80,734	1,095 Added 18.14%	7,132 $521,000
Q4 2023 Feb 05, 2024	BUY	$57.02 - $65.3 $17,277 - $19,785	303 Added 5.28%	6,037 $392,000
Q3 2023 Nov 01, 2023	BUY	$58.97 - $62.89 $2,004 - $2,138	34 Added 0.6%	5,734 $339,000
Q2 2023 Jul 31, 2023	SELL	$54.76 - $61.01 $30,337 - $33,799	-554 Reduced 8.86%	5,700 $347,000
Q4 2022 Feb 02, 2023	SELL	$49.14 - $55.07 $34,447 - $38,604	-701 Reduced 10.08%	6,254 $316,000
Q3 2022 Nov 14, 2022	SELL	$50.1 - $61.86 $91,232 - $112,647	-1,821 Reduced 20.75%	6,955 $348,000
Q2 2022 Aug 02, 2022	BUY	$50.47 - $67.39 $133,947 - $178,853	2,654 Added 43.35%	8,776 $459,000
Q1 2022 May 12, 2022	BUY	$59.17 - $73.03 $106,091 - $130,942	1,793 Added 41.42%	6,122 $405,000
Q4 2021 Feb 11, 2022	BUY	$63.39 - $73.48 $274,415 - $318,094	4,329 New	4,329 $314,000

Others Institutions Holding SPYG

# of Institutions

1,097

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.

Account

Principle Wealth Partners LLC Spdr Portfolio Transaction History