Us Advisors Wealth Management, LLC Spdr Portfolio Transaction History

Us Advisors Wealth Management, LLC

$308 Million
Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 53,382 shares of SPYG stock, worth $4.93 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

53,382

Previous 59,264 9.93%

Holding current value

$4.93 Million

Previous $4.89 Million 4.01%

% of portfolio

1.52%

Previous 1.71%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$81.74 - $91.38 $480,794 - $537,497	-5,882 Reduced 9.93%	53,382 $4.69 Million
Q3 2024 Nov 07, 2024	SELL	$73.38 - $84.1 $208,472 - $238,928	-2,841 Reduced 4.57%	59,264 $4.89 Million
Q2 2024 Aug 06, 2024	SELL	$68.71 - $80.95 $637,560 - $751,135	-9,279 Reduced 13.0%	62,105 $4.98 Million
Q1 2024 May 02, 2024	SELL	$63.12 - $73.73 $176,483 - $206,149	-2,796 Reduced 3.77%	71,384 $5.24 Million
Q4 2023 Feb 12, 2024	BUY	$57.02 - $65.3 $4.23 Million - $4.84 Million	74,180 New	74,180 $4.83 Million
Q1 2022 Jun 08, 2022	SELL	$59.17 - $73.03 $3.68 Million - $4.54 Million	-62,114 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$63.39 - $73.48 $357,519 - $414,427	-5,640 Reduced 8.32%	62,114 $4.5 Million
Q3 2021 Nov 03, 2021	SELL	$63.23 - $68.45 $280,488 - $303,644	-4,436 Reduced 6.14%	67,754 $4.34 Million
Q2 2021 Aug 09, 2021	SELL	$57.17 - $63.06 $27,956 - $30,836	-489 Reduced 0.67%	72,190 $4.55 Million
Q1 2021 May 11, 2021	SELL	$53.23 - $58.3 $5,323 - $5,830	-100 Reduced 0.14%	72,679 $4.1 Million
Q4 2020 Feb 11, 2021	SELL	$48.59 - $55.29 $13,265 - $15,094	-273 Reduced 0.37%	72,779 $4.02 Million
Q3 2020 Nov 04, 2020	SELL	$45.36 - $54.05 $15,150 - $18,052	-334 Reduced 0.46%	73,052 $3.66 Million
Q2 2020 Aug 13, 2020	BUY	$34.16 - $45.45 $1.6 Million - $2.13 Million	46,954 Added 177.64%	73,386 $3.3 Million
Q1 2020 Apr 28, 2020	BUY	$31.23 - $45.63 $825,471 - $1.21 Million	26,432 New	26,432 $945,000

Others Institutions Holding SPYG

# of Institutions

1,214

Shares Held

323M

Call Options Held

1.22M

Put Options Held

95.9K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Us Advisors Wealth Management, LLC Spdr Portfolio Transaction History