Sfg Wealth Management, Llc. Spdr Portfolio Transaction History

Sfg Wealth Management, Llc.

$181 Million
Q3 2024

A detailed history of Sfg Wealth Management, Llc. transactions in Spdr Portfolio stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 10,410 shares of SPYG stock, worth $898,383. This represents 0.48% of its overall portfolio holdings.

Number of Shares

10,410

Previous 10,756 3.22%

Holding current value

$898,383

Previous $861,000 0.23%

% of portfolio

0.48%

Previous 0.51%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$73.38 - $84.1 $25,389 - $29,098	-346 Reduced 3.22%	10,410 $863,000
Q2 2024 Jul 19, 2024	SELL	$68.71 - $80.95 $4,672 - $5,504	-68 Reduced 0.63%	10,756 $861,000
Q1 2024 Apr 26, 2024	SELL	$63.12 - $73.73 $43,237 - $50,505	-685 Reduced 5.95%	10,824 $791,000
Q4 2023 Jan 19, 2024	SELL	$57.02 - $65.3 $24,632 - $28,209	-432 Reduced 3.62%	11,509 $748,000
Q3 2023 Oct 19, 2023	BUY	$58.97 - $62.89 $33,671 - $35,910	571 Added 5.02%	11,941 $707,000
Q2 2023 Jul 14, 2023	BUY	$54.76 - $61.01 $61,166 - $68,148	1,117 Added 10.89%	11,370 $693,000
Q1 2023 Apr 11, 2023	BUY	$49.61 - $55.36 $29,815 - $33,271	601 Added 6.23%	10,253 $567,000
Q4 2022 Jan 31, 2023	BUY	$49.14 - $55.07 $1,769 - $1,982	36 Added 0.37%	9,652 $489,000
Q3 2022 Oct 12, 2022	BUY	$50.1 - $61.86 $61,071 - $75,407	1,219 Added 14.52%	9,616 $482,000
Q2 2022 Jul 13, 2022	BUY	$50.47 - $67.39 $423,796 - $565,873	8,397 New	8,397 $439,000
Q1 2022 Apr 22, 2022	SELL	$59.17 - $73.03 $1.57 Million - $1.94 Million	-26,577 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$63.39 - $73.48 $1.68 Million - $1.95 Million	26,577 New	26,577 $1.93 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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Sfg Wealth Management, Llc. Spdr Portfolio Transaction History