Private Wealth Group, LLC Spdr Portfolio Transaction History

Private Wealth Group, LLC

$185 Million
Q2 2025

A detailed history of Private Wealth Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Private Wealth Group, LLC holds 50,265 shares of SPYG stock, worth $4.98 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares

50,265

Previous 40,465 24.22%

Holding current value

$4.98 Million

Previous $3.24 Million 47.78%

% of portfolio

2.59%

Previous 1.96%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$71.83 - $95.32 $703,934 - $934,135	9,800 Added 24.22%	50,265 $4.79 Million
Q1 2025 Apr 16, 2025	SELL	$80.05 - $92.39 $238,709 - $275,506	-2,982 Reduced 6.86%	40,465 $3.24 Million
Q4 2024 Jan 17, 2025	SELL	$81.74 - $91.38 $23,214 - $25,951	-284 Reduced 0.65%	43,447 $3.82 Million
Q3 2024 Oct 28, 2024	SELL	$73.38 - $84.1 $154,685 - $177,282	-2,108 Reduced 4.6%	43,731 $3.63 Million
Q2 2024 Jul 24, 2024	SELL	$68.71 - $80.95 $22,124 - $26,065	-322 Reduced 0.7%	45,839 $3.67 Million
Q1 2024 Apr 25, 2024	SELL	$63.12 - $73.73 $2,335 - $2,728	-37 Reduced 0.08%	46,161 $3.38 Million
Q4 2023 Jan 26, 2024	BUY	$57.02 - $65.3 $2.63 Million - $3.02 Million	46,198 New	46,198 $3.01 Million
Q1 2021 May 03, 2021	SELL	$53.23 - $58.3 $249,542 - $273,310	-4,688 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$48.59 - $55.29 $30,028 - $34,169	618 Added 15.18%	4,688 $259,000
Q3 2020 Nov 06, 2020	BUY	$45.36 - $54.05 $184,615 - $219,983	4,070 New	4,070 $204,000

Others Institutions Holding SPYG

# of Institutions

1,277

Shares Held

312M

Call Options Held

589K

Put Options Held

128K

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 Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Group, LLC with notifications on news.

Account

Private Wealth Group, LLC Spdr Portfolio Transaction History