Sightline Wealth Advisors, LLC Spdr Portfolio Transaction History

Sightline Wealth Advisors, LLC

$185 Million
Q4 2024

A detailed history of Sightline Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 46,551 shares of SPYG stock, worth $4.22 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares

46,551

Previous 43,793 6.3%

Holding current value

$4.22 Million

Previous $3.63 Million 12.64%

% of portfolio

2.21%

Previous 2.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$81.74 - $91.38 $225,438 - $252,026	2,758 Added 6.3%	46,551 $4.09 Million
Q3 2024 Oct 21, 2024	SELL	$73.38 - $84.1 $131,937 - $151,211	-1,798 Reduced 3.94%	43,793 $3.63 Million
Q2 2024 Aug 02, 2024	BUY	$68.71 - $80.95 $11,405 - $13,437	166 Added 0.37%	45,591 $3.65 Million
Q1 2024 Apr 24, 2024	BUY	$63.12 - $73.73 $434,833 - $507,925	6,889 Added 17.88%	45,425 $3.32 Million
Q4 2023 Jan 23, 2024	BUY	$57.02 - $65.3 $499,609 - $572,158	8,762 Added 29.43%	38,536 $2.51 Million
Q3 2023 Nov 01, 2023	BUY	$58.97 - $62.89 $1.76 Million - $1.87 Million	29,774 New	29,774 $1.77 Million

Others Institutions Holding SPYG

# of Institutions

1,164

Shares Held

293M

Call Options Held

416K

Put Options Held

207K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

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Sightline Wealth Advisors, LLC Spdr Portfolio Transaction History