Visionary Wealth Advisors Spdr Portfolio Transaction History

Visionary Wealth Advisors

$1.47 Billion
Q2 2024

A detailed history of Visionary Wealth Advisors transactions in Spdr Portfolio stock. As of the latest transaction made, Visionary Wealth Advisors holds 10,710 shares of SPYG stock, worth $921,167. This represents 0.06% of its overall portfolio holdings.

Number of Shares

10,710

Previous 10,500 2.0%

Holding current value

$921,167

Previous $768,000 11.72%

% of portfolio

0.06%

Previous 0.05%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,086

Shares Held

283M

Call Options Held

461K

Put Options Held

35.8K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Visionary Wealth Advisors Spdr Portfolio Transaction History