Trinity Point Wealth, LLC Spdr Portfolio Transaction History

Trinity Point Wealth, LLC

$689 Million
Q4 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 10,372 shares of SPYG stock, worth $1.09 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

10,372

Previous 9,126 13.65%

Holding current value

$1.09 Million

Previous $756,000 20.5%

% of portfolio

0.13%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$81.74 - $91.38 $101,848 - $113,859	1,246 Added 13.65%	10,372 $911,000
Q3 2024 Nov 07, 2024	BUY	$73.38 - $84.1 $34,635 - $39,695	472 Added 5.45%	9,126 $756,000
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

1,389

Shares Held

337M

Call Options Held

247K

Put Options Held

165K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

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Trinity Point Wealth, LLC Spdr Portfolio Transaction History