Tobias Financial Advisors, Inc. Spdr Portfolio Transaction History

Tobias Financial Advisors, Inc.

$452 Million
Q2 2024

A detailed history of Tobias Financial Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 63,668 shares of SPYG stock, worth $5.25 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

63,668

Previous 75,661 15.85%

Holding current value

$5.25 Million

Previous $5.53 Million 7.82%

% of portfolio

1.13%

Previous 1.28%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$68.71 - $80.95 $824,039 - $970,833	-11,993 Reduced 15.85%	63,668 $5.1 Million
Q1 2024 May 02, 2024	SELL	$63.12 - $73.73 $205,834 - $240,433	-3,261 Reduced 4.13%	75,661 $5.53 Million
Q4 2023 Feb 14, 2024	SELL	$57.02 - $65.3 $783,397 - $897,156	-13,739 Reduced 14.83%	78,922 $5.13 Million
Q3 2023 Nov 03, 2023	SELL	$58.97 - $62.89 $131,562 - $140,307	-2,231 Reduced 2.35%	92,661 $5.49 Million
Q2 2023 Aug 03, 2023	SELL	$54.76 - $61.01 $6,297 - $7,016	-115 Reduced 0.12%	94,892 $5.79 Million
Q1 2023 Apr 24, 2023	SELL	$49.61 - $55.36 $348,510 - $388,904	-7,025 Reduced 6.89%	95,007 $5.26 Million
Q4 2022 Feb 13, 2023	SELL	$49.14 - $55.07 $348,009 - $390,005	-7,082 Reduced 6.49%	102,032 $5.17 Million
Q3 2022 Nov 14, 2022	BUY	$50.1 - $61.86 $723,794 - $893,691	14,447 Added 15.26%	109,114 $5.47 Million
Q2 2022 Aug 12, 2022	SELL	$50.47 - $67.39 $723,487 - $966,035	-14,335 Reduced 13.15%	94,667 $4.95 Million
Q1 2022 May 09, 2022	BUY	$59.17 - $73.03 $6.45 Million - $7.96 Million	109,002 New	109,002 $7.22 Million
Q4 2021 Feb 09, 2022	SELL	$63.39 - $73.48 $2.88 Million - $3.34 Million	-45,392 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$63.23 - $68.45 $14,922 - $16,154	236 Added 0.52%	45,392 $2.91 Million
Q2 2021 Aug 12, 2021	BUY	$57.17 - $63.06 $42,591 - $46,979	745 Added 1.68%	45,156 $2.84 Million
Q1 2021 May 07, 2021	BUY	$53.23 - $58.3 $36,143 - $39,585	679 Added 1.55%	44,411 $2.51 Million
Q4 2020 Feb 12, 2021	SELL	$48.59 - $55.29 $11,127 - $12,661	-229 Reduced 0.52%	43,732 $2.42 Million
Q3 2020 Nov 05, 2020	SELL	$45.36 - $54.05 $231,109 - $275,384	-5,095 Reduced 10.39%	43,961 $2.2 Million
Q2 2020 Nov 05, 2020	BUY	$34.16 - $45.45 $1.14 Million - $1.51 Million	33,242 Added 210.21%	49,056 $2.2 Million
Q1 2020 May 13, 2020	BUY	$31.23 - $45.63 $51,873 - $75,791	1,661 Added 11.74%	15,814 $565,000
Q4 2019 Feb 04, 2020	BUY	$37.77 - $42.13 $534,558 - $596,265	14,153 New	14,153 $593,000

Others Institutions Holding SPYG

# of Institutions

1,082

Shares Held

293M

Call Options Held

461K

Put Options Held

39.8K

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About SPDR PORTFOLIO

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Tobias Financial Advisors, Inc. Spdr Portfolio Transaction History