Steel Peak Wealth Management LLC Spdr Portfolio Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 5,563 shares of SPYG stock, worth $493,159. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,563

Previous 5,446 2.15%

Holding current value

$493,159

Previous $436,000 5.73%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$73.38 - $84.1 $8,585 - $9,839	117 Added 2.15%	5,563 $461,000
Q2 2024 Jul 16, 2024	BUY	$68.71 - $80.95 $61,495 - $72,450	895 Added 19.67%	5,446 $436,000
Q1 2024 Apr 17, 2024	BUY	$63.12 - $73.73 $18,746 - $21,897	297 Added 6.98%	4,551 $332,000
Q3 2023 Nov 02, 2023	SELL	$58.97 - $62.89 $17,514 - $18,678	-297 Reduced 6.53%	4,254 $252,000
Q2 2023 Aug 02, 2023	BUY	$54.76 - $61.01 $16,428 - $18,303	300 Added 7.06%	4,551 $277,000
Q2 2022 Aug 02, 2022	BUY	$50.47 - $67.39 $1,715 - $2,291	34 Added 0.81%	4,251 $222,000
Q1 2022 May 10, 2022	BUY	$59.17 - $73.03 $3,076 - $3,797	52 Added 1.25%	4,217 $279,000
Q3 2021 Nov 15, 2021	BUY	$63.23 - $68.45 $442 - $479	7 Added 0.17%	4,165 $267,000
Q1 2021 May 18, 2021	SELL	$53.23 - $58.3 $1.53 Million - $1.67 Million	-28,709 Reduced 87.35%	4,158 $235,000
Q4 2020 Feb 04, 2021	BUY	$48.59 - $55.29 $1.6 Million - $1.82 Million	32,867 New	32,867 $1.82 Million

Others Institutions Holding SPYG

# of Institutions

1,098

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Steel Peak Wealth Management LLC Spdr Portfolio Transaction History