Principle Wealth Partners LLC Spdr Portfolio Transaction History

Principle Wealth Partners LLC

$1.25 Billion
Q2 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 $613,423. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,132

Previous 7,132 -0.0%

Holding current value

$613,423

Previous $521,000 9.6%

% of portfolio

0.05%

Previous 0.04%

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

1,086

Shares Held

283M

Call Options Held

461K

Put Options Held

35.8K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Principle Wealth Partners LLC Spdr Portfolio Transaction History