Vance Wealth, Inc. Spdr Portfolio Transaction History

Vance Wealth, Inc.

$263 Million
Q3 2024

A detailed history of Vance Wealth, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Vance Wealth, Inc. holds 31,283 shares of SPYG stock, worth $2.82 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

31,283

Previous 32,357 3.32%

Holding current value

$2.82 Million

Previous $2.59 Million 0.08%

% of portfolio

0.99%

Previous 1.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$73.38 - $84.1 $78,810 - $90,323	-1,074 Reduced 3.32%	31,283 $2.59 Million
Q2 2024 Aug 02, 2024	SELL	$68.71 - $80.95 $57,991 - $68,321	-844 Reduced 2.54%	32,357 $2.59 Million
Q1 2024 Apr 30, 2024	SELL	$63.12 - $73.73 $37,177 - $43,426	-589 Reduced 1.74%	33,201 $2.43 Million
Q4 2023 Feb 05, 2024	BUY	$57.02 - $65.3 $20,242 - $23,181	355 Added 1.06%	33,790 $2.2 Million
Q3 2023 Nov 03, 2023	SELL	$58.97 - $62.89 $39,332 - $41,947	-667 Reduced 1.96%	33,435 $1.98 Million
Q2 2023 Aug 02, 2023	BUY	$54.76 - $61.01 $40,796 - $45,452	745 Added 2.23%	34,102 $2.08 Million
Q1 2023 May 10, 2023	SELL	$49.61 - $55.36 $26,739 - $29,839	-539 Reduced 1.59%	33,357 $1.85 Million
Q4 2022 Jan 27, 2023	BUY	$49.14 - $55.07 $1.67 Million - $1.87 Million	33,896 New	33,896 $0

Others Institutions Holding SPYG

# of Institutions

1,128

Shares Held

283M

Call Options Held

416K

Put Options Held

207K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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