Valeo Financial Advisors, LLC Spdr Portfolio Transaction History

Valeo Financial Advisors, LLC

  • $3.34 Billion
  • Q1 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 29,253 shares of SPYG stock, worth $2.34 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
29,253
Previous 29,248 0.02%
Holding current value
$2.34 Million
Previous $2.14 Million -0.0%
% of portfolio
0.06%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
BUY
$63.12 - $73.73 $315 - $368
5 Added 0.02%
29,253 $2.14 Million
Q1 2024

Apr 19, 2024
BUY
$63.12 - $73.73 $21,713 - $25,363
344 Added 1.19%
29,248 $2.14 Million
Q4 2023

Jan 29, 2024
SELL
$57.02 - $65.3 $12,886 - $14,757
-226 Reduced 0.78%
28,904 $1.88 Million
Q3 2023

Oct 19, 2023
BUY
$58.97 - $62.89 $1.72 Million - $1.83 Million
29,130 New
29,130 $1.73 Million
Q1 2023

Apr 17, 2023
BUY
$49.61 - $55.36 $203,103 - $226,643
4,094 New
4,094 $226,000
Q2 2022

Aug 03, 2022
SELL
N/A
-629 Reduced 10.74%
5,225 $273,000
Q1 2022

Apr 28, 2022
BUY
N/A
1,986 Added 51.34%
5,854 $388,000
Q4 2021

Jan 07, 2022
BUY
N/A
3,868 New
3,868 $280,000
Q2 2021

Jul 22, 2021
SELL
N/A
-1,360 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
N/A
1,112 Added 448.39%
1,360 $75,000
Q3 2020

Oct 28, 2020
SELL
N/A
-1,618 Reduced 86.71%
248 $12,000
Q2 2020

Jul 20, 2020
BUY
N/A
294 Added 18.7%
1,866 $84,000
Q1 2020

Apr 13, 2020
BUY
N/A
1,572 New
1,572 $60,000

Others Institutions Holding SPYG

# of Institutions
993
Shares Held
269M
Call Options Held
331K
Put Options Held
78.3K
View Full List

About SPDR PORTFOLIO

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