Sanchez Wealth Management Group Spdr Portfolio Transaction History

Sanchez Wealth Management Group

$341 Million
Q1 2025

A detailed history of Sanchez Wealth Management Group transactions in Spdr Portfolio stock. As of the latest transaction made, Sanchez Wealth Management Group holds 127,895 shares of SPYG stock, worth $11.5 Million. This represents 3.0% of its overall portfolio holdings.

Number of Shares

127,895

Previous 126,000 1.5%

Holding current value

$11.5 Million

Previous $11.1 Million 7.49%

% of portfolio

3.0%

Previous 3.19%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$80.05 - $92.39 $151,694 - $175,079	1,895 Added 1.5%	127,895 $10.2 Million
Q4 2024 Jan 28, 2025	BUY	$81.74 - $91.38 $2.84 Million - $3.17 Million	34,719 Added 38.04%	126,000 $11.1 Million
Q3 2024 Nov 05, 2024	BUY	$73.38 - $84.1 $1.26 Million - $1.44 Million	17,105 Added 23.06%	91,281 $7.57 Million
Q2 2024 Jul 17, 2024	BUY	$68.71 - $80.95 $611,999 - $721,021	8,907 Added 13.65%	74,176 $5.94 Million
Q1 2024 May 07, 2024	BUY	$63.12 - $73.73 $443,418 - $517,953	7,025 Added 12.06%	65,269 $4.77 Million
Q4 2023 Jan 16, 2024	BUY	$57.02 - $65.3 $89,977 - $103,043	1,578 Added 2.78%	58,244 $3.79 Million
Q3 2023 Oct 27, 2023	BUY	$58.97 - $62.89 $489,922 - $522,490	8,308 Added 17.18%	56,666 $3.36 Million
Q2 2023 Aug 01, 2023	BUY	$54.76 - $61.01 $202,721 - $225,859	3,702 Added 8.29%	48,358 $2.95 Million
Q1 2023 May 04, 2023	BUY	$49.61 - $55.36 $61,317 - $68,424	1,236 Added 2.85%	44,656 $2.47 Million
Q4 2022 Feb 08, 2023	BUY	$49.14 - $55.07 $92,481 - $103,641	1,882 Added 4.53%	43,420 $2.2 Million
Q3 2022 Oct 13, 2022	BUY	$50.1 - $61.86 $620,889 - $766,630	12,393 Added 42.52%	41,538 $2.08 Million
Q2 2022 Jul 13, 2022	BUY	$50.47 - $67.39 $191,584 - $255,812	3,796 Added 14.97%	29,145 $1.52 Million
Q1 2022 Apr 19, 2022	BUY	$59.17 - $73.03 $340,819 - $420,652	5,760 Added 29.4%	25,349 $1.68 Million
Q4 2021 Feb 14, 2022	BUY	$63.39 - $73.48 $349,786 - $405,462	5,518 Added 39.22%	19,589 $1.42 Million
Q3 2021 Oct 19, 2021	SELL	$63.23 - $68.45 $7,144 - $7,734	-113 Reduced 0.8%	14,071 $901,000
Q2 2021 Aug 09, 2021	SELL	$57.17 - $63.06 $92,215 - $101,715	-1,613 Reduced 10.21%	14,184 $893,000
Q1 2021 Apr 29, 2021	BUY	$53.23 - $58.3 $5,110 - $5,596	96 Added 0.61%	15,797 $891,000
Q4 2020 Feb 01, 2021	BUY	$48.59 - $55.29 $762,911 - $868,108	15,701 New	15,701 $868,000

Others Institutions Holding SPYG

# of Institutions

1,227

Shares Held

304M

Call Options Held

665K

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 Sanchez Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Sanchez Wealth Management Group with notifications on news.

Account

Sanchez Wealth Management Group Spdr Portfolio Transaction History