Trinity Point Wealth, LLC Spdr Portfolio Transaction History

Trinity Point Wealth, LLC

  • $629 Million
  • Q2 2024

A detailed history of Trinity Point Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 8,654 shares of SPYG stock, worth $713,955. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,654
Previous 8,285 4.45%
Holding current value
$713,955
Previous $606,000 14.36%
% of portfolio
0.11%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$68.71 - $80.95 $25,353 - $29,870
369 Added 4.45%
8,654 $693,000
Q1 2024

May 08, 2024
BUY
$63.12 - $73.73 $57,817 - $67,536
916 Added 12.43%
8,285 $606,000
Q4 2023

Feb 08, 2024
BUY
$57.02 - $65.3 $23,093 - $26,446
405 Added 5.82%
7,369 $479,000
Q3 2023

Nov 08, 2023
BUY
$58.97 - $62.89 $179,150 - $191,059
3,038 Added 77.38%
6,964 $412,000
Q2 2023

Aug 07, 2023
BUY
$54.76 - $61.01 $4,435 - $4,941
81 Added 2.11%
3,926 $239,000
Q1 2023

May 04, 2023
BUY
$49.61 - $55.36 $190,750 - $212,859
3,845 New
3,845 $212,000

Others Institutions Holding SPYG

# of Institutions
1,082
Shares Held
293M
Call Options Held
461K
Put Options Held
39.8K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
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