Stone Point Wealth LLC Spdr Portfolio Transaction History

Stone Point Wealth LLC

$305 Million
Q3 2024

A detailed history of Stone Point Wealth LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Stone Point Wealth LLC holds 20,503 shares of SPYG stock, worth $1.83 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

20,503

Previous 17,950 14.22%

Holding current value

$1.83 Million

Previous $1.44 Million 18.22%

% of portfolio

0.56%

Previous 0.52%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$73.38 - $84.1 $187,339 - $214,707	2,553 Added 14.22%	20,503 $1.7 Million
Q2 2024 Jul 30, 2024	BUY	$68.71 - $80.95 $50,570 - $59,579	736 Added 4.28%	17,950 $1.44 Million
Q1 2024 May 01, 2024	BUY	$63.12 - $73.73 $35,852 - $41,878	568 Added 3.41%	17,214 $1.26 Million
Q4 2023 Jan 26, 2024	SELL	$57.02 - $65.3 $28,966 - $33,172	-508 Reduced 2.96%	16,646 $1.08 Million
Q3 2023 Oct 25, 2023	SELL	$58.97 - $62.89 $16,393 - $17,483	-278 Reduced 1.59%	17,154 $1.02 Million
Q2 2023 Jul 25, 2023	SELL	$54.76 - $61.01 $209,511 - $233,424	-3,826 Reduced 18.0%	17,432 $1.06 Million
Q1 2023 Apr 20, 2023	SELL	$49.61 - $55.36 $207,667 - $231,736	-4,186 Reduced 16.45%	21,258 $1.18 Million
Q4 2022 Jan 20, 2023	BUY	$49.14 - $55.07 $5,208 - $5,837	106 Added 0.42%	25,444 $0
Q3 2022 Nov 03, 2022	BUY	$50.1 - $61.86 $44,338 - $54,746	885 Added 3.62%	25,338 $1.27 Million
Q2 2022 Jul 19, 2022	BUY	$50.47 - $67.39 $123,954 - $165,509	2,456 Added 11.17%	24,453 $1.28 Million
Q1 2022 Apr 29, 2022	SELL	$59.17 - $73.03 $19,940 - $24,611	-337 Reduced 1.51%	21,997 $1.45 Million
Q4 2021 Feb 10, 2022	BUY	$63.39 - $73.48 $1.42 Million - $1.64 Million	22,334 New	22,334 $1.62 Million

Others Institutions Holding SPYG

# of Institutions

1,097

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Stone Point Wealth LLC Spdr Portfolio Transaction History