Spire Wealth Management Spdr Portfolio Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Spire Wealth Management holds 61,923 shares of SPYG stock, worth $5.62 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

61,923

Previous 58,048 6.68%

Holding current value

$5.62 Million

Previous $4.81 Million 13.07%

% of portfolio

0.17%

Previous 0.16%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$81.74 - $91.38 $316,742 - $354,097	3,875 Added 6.68%	61,923 $5.44 Million
Q3 2024 Oct 15, 2024	SELL	$73.38 - $84.1 $473,374 - $542,529	-6,451 Reduced 10.0%	58,048 $4.81 Million
Q2 2024 Jul 31, 2024	SELL	$68.71 - $80.95 $170,057 - $200,351	-2,475 Reduced 3.7%	64,499 $5.17 Million
Q1 2024 Apr 24, 2024	SELL	$63.12 - $73.73 $362,940 - $423,947	-5,750 Reduced 7.91%	66,974 $4.9 Million
Q4 2023 Feb 06, 2024	SELL	$57.02 - $65.3 $138,216 - $158,287	-2,424 Reduced 3.23%	72,724 $4.73 Million
Q3 2023 Nov 08, 2023	BUY	$58.97 - $62.89 $441,567 - $470,920	7,488 Added 11.07%	75,148 $4.45 Million
Q2 2023 Aug 09, 2023	SELL	$54.76 - $61.01 $288,311 - $321,217	-5,265 Reduced 7.22%	67,660 $4.13 Million
Q1 2023 May 09, 2023	BUY	$49.61 - $55.36 $1.78 Million - $1.99 Million	35,934 Added 97.14%	72,925 $4.04 Million
Q4 2022 Feb 03, 2023	BUY	$49.14 - $55.07 $1.44 Million - $1.61 Million	29,216 Added 375.77%	36,991 $1.87 Million
Q3 2022 Nov 07, 2022	SELL	$50.1 - $61.86 $3.51 Million - $4.34 Million	-70,136 Reduced 90.02%	7,775 $390,000
Q2 2022 Jul 22, 2022	BUY	$50.47 - $67.39 $212,226 - $283,374	4,205 Added 5.71%	77,911 $4.07 Million
Q1 2022 Apr 18, 2022	SELL	$59.17 - $73.03 $1.08 Million - $1.33 Million	-18,200 Reduced 19.8%	73,706 $4.88 Million
Q4 2021 Jan 14, 2022	BUY	$63.39 - $73.48 $22,123 - $25,644	349 Added 0.38%	91,906 $6.68 Million
Q3 2021 Oct 22, 2021	BUY	$63.23 - $68.45 $659,994 - $714,481	10,438 Added 12.87%	91,557 $5.89 Million
Q2 2021 Jul 26, 2021	BUY	$57.17 - $63.06 $454,272 - $501,074	7,946 Added 10.86%	81,119 $5.83 Million
Q1 2021 May 21, 2021	BUY	$53.23 - $58.3 $3.89 Million - $4.27 Million	73,173 New	73,173 $1.62 Million

Others Institutions Holding SPYG

# of Institutions

1,169

Shares Held

293M

Call Options Held

856K

Put Options Held

207K

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

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Spdr Portfolio Transaction History