Visionary Wealth Advisors Spdr Portfolio Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Spdr Portfolio stock. As of the latest transaction made, Visionary Wealth Advisors holds 14,477 shares of SPYG stock, worth $1.25 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

14,477

Previous 10,710 35.17%

Holding current value

$1.25 Million

Previous $858,000 39.86%

% of portfolio

0.08%

Previous 0.06%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$73.38 - $84.1 $276,422 - $316,804	3,767 Added 35.17%	14,477 $1.2 Million
Q2 2024 Aug 13, 2024	BUY	$68.71 - $80.95 $14,429 - $16,999	210 Added 2.0%	10,710 $858,000
Q1 2024 May 15, 2024	BUY	$63.12 - $73.73 $121,316 - $141,709	1,922 Added 22.41%	10,500 $768,000
Q4 2023 Feb 14, 2024	BUY	$57.02 - $65.3 $14,882 - $17,043	261 Added 3.14%	8,578 $558,000
Q3 2023 Nov 13, 2023	SELL	$58.97 - $62.89 $16,570 - $17,672	-281 Reduced 3.27%	8,317 $493,000
Q2 2023 Aug 11, 2023	SELL	$54.76 - $61.01 $14,073 - $15,679	-257 Reduced 2.9%	8,598 $524,000
Q1 2023 May 15, 2023	SELL	$49.61 - $55.36 $5,853 - $6,532	-118 Reduced 1.32%	8,855 $490,000
Q4 2022 Feb 13, 2023	SELL	$49.14 - $55.07 $407,812 - $457,025	-8,299 Reduced 48.05%	8,973 $455,000
Q3 2022 Nov 14, 2022	BUY	$50.1 - $61.86 $44,188 - $54,560	882 Added 5.38%	17,272 $865,000
Q2 2022 Aug 12, 2022	SELL	$50.47 - $67.39 $67,427 - $90,033	-1,336 Reduced 7.54%	16,390 $857,000
Q1 2022 May 12, 2022	BUY	$59.17 - $73.03 $50,708 - $62,586	857 Added 5.08%	17,726 $1.17 Million
Q4 2021 Feb 14, 2022	SELL	$63.39 - $73.48 $31,187 - $36,152	-492 Reduced 2.83%	16,869 $1.22 Million
Q3 2021 Nov 12, 2021	SELL	$63.23 - $68.45 $74,168 - $80,291	-1,173 Reduced 6.33%	17,361 $1.11 Million
Q2 2021 Aug 13, 2021	SELL	$57.17 - $63.06 $9,433 - $10,404	-165 Reduced 0.88%	18,534 $1.17 Million
Q1 2021 May 18, 2021	SELL	$53.23 - $58.3 $709,502 - $777,080	-13,329 Reduced 41.62%	18,699 $1.06 Million
Q4 2020 Feb 16, 2021	BUY	$48.59 - $55.29 $162,242 - $184,613	3,339 Added 11.64%	32,028 $1.77 Million
Q3 2020 Nov 16, 2020	SELL	$45.36 - $54.05 $6,441 - $7,675	-142 Reduced 0.49%	28,689 $1.44 Million
Q2 2020 Aug 14, 2020	BUY	$34.16 - $45.45 $161,440 - $214,796	4,726 Added 19.61%	28,831 $1.3 Million
Q1 2020 May 15, 2020	BUY	$31.23 - $45.63 $752,799 - $1.1 Million	24,105 New	24,105 $862,000

Others Institutions Holding SPYG

# of Institutions

1,094

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Account

Visionary Wealth Advisors Spdr Portfolio Transaction History