Trinity Point Wealth, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Trinity Point Wealth, LLC

$689 Million
Q4 2024

A detailed history of Trinity Point Wealth, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 62,389 shares of SPGM stock, worth $3.96 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

62,389

Previous 61,098 2.11%

Holding current value

$3.96 Million

Previous $3.96 Million 0.15%

% of portfolio

0.57%

Previous 0.58%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$63.23 - $66.65 $81,629 - $86,045	1,291 Added 2.11%	62,389 $3.95 Million
Q3 2024 Nov 07, 2024	BUY	$57.85 - $64.92 $33,668 - $37,783	582 Added 0.96%	61,098 $3.96 Million
Q2 2024 Jul 30, 2024	BUY	$56.67 - $60.99 $96,168 - $103,500	1,697 Added 2.89%	60,516 $3.68 Million
Q1 2024 May 08, 2024	BUY	$54.21 - $59.68 $195,047 - $214,728	3,598 Added 6.52%	58,819 $3.51 Million
Q4 2023 Feb 08, 2024	BUY	$48.07 - $55.48 $2.65 Million - $3.06 Million	55,221 New	55,221 $3.06 Million

Others Institutions Holding SPGM

# of Institutions

142

Shares Held

10.1M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

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Trinity Point Wealth, LLC Spdr Index Shs Fds S Spdr Port Transaction History