Spire Wealth Management Spdr Index Shs Fds S Spdr Port Transaction History

Spire Wealth Management

$2.83 Billion
Q2 2024

A detailed history of Spire Wealth Management transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Spire Wealth Management holds 7,053 shares of SPGM stock, worth $456,822. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,053

Previous 3,964 77.93%

Holding current value

$456,822

Previous $236,000 81.36%

% of portfolio

0.02%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$56.67 - $60.99 $175,053 - $188,398	3,089 Added 77.93%	7,053 $428,000
Q1 2024 Apr 24, 2024	BUY	$54.21 - $59.68 $56,107 - $61,768	1,035 Added 35.34%	3,964 $236,000
Q4 2023 Feb 06, 2024	BUY	$48.07 - $55.48 $7,643 - $8,821	159 Added 5.74%	2,929 $162,000
Q3 2023 Nov 08, 2023	BUY	$50.1 - $54.28 $6,462 - $7,002	129 Added 4.88%	2,770 $139,000
Q2 2023 Aug 09, 2023	BUY	$49.47 - $52.62 $395 - $420	8 Added 0.3%	2,641 $138,000
Q1 2023 May 09, 2023	BUY	$46.63 - $51.08 $25,739 - $28,196	552 Added 26.53%	2,633 $131,000
Q4 2022 Feb 03, 2023	BUY	$42.72 - $49.46 $341 - $395	8 Added 0.39%	2,081 $97,000
Q3 2022 Nov 07, 2022	BUY	$42.78 - $50.95 $42,694 - $50,848	998 Added 92.84%	2,073 $89,000
Q2 2022 Jul 22, 2022	SELL	$44.97 - $55.51 $18,842 - $23,258	-419 Reduced 28.05%	1,075 $49,000
Q4 2021 Jan 14, 2022	BUY	$54.48 - $58.88 $6,973 - $7,536	128 Added 9.37%	1,494 $86,000
Q2 2021 Jul 26, 2021	SELL	$52.95 - $55.77 $227,314 - $239,420	-4,293 Reduced 75.86%	1,366 $76,000
Q1 2021 May 21, 2021	BUY	$48.86 - $52.85 $276,498 - $299,078	5,659 New	5,659 $296,000

Others Institutions Holding SPGM

# of Institutions

131

Shares Held

9.89M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
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Spire Wealth Management Spdr Index Shs Fds S Spdr Port Transaction History