Wcg Wealth Advisors LLC Spdr Portfolio Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q4 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 25,102 shares of SPYG stock, worth $2.01 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

25,102

Previous 28,364 11.5%

Holding current value

$2.01 Million

Previous $2.35 Million 6.25%

% of portfolio

0.16%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	SELL	$81.74 - $91.38 $266,635 - $298,081	-3,262 Reduced 11.5%	25,102 $2.21 Million
Q3 2024 Nov 13, 2024	SELL	$73.38 - $84.1 $48,063 - $55,085	-655 Reduced 2.26%	28,364 $2.35 Million
Q2 2024 Aug 12, 2024	BUY	$68.71 - $80.95 $27,896 - $32,865	406 Added 1.42%	29,019 $2.33 Million
Q1 2024 May 13, 2024	SELL	$63.12 - $73.73 $120,685 - $140,971	-1,912 Reduced 6.26%	28,613 $2.09 Million
Q4 2023 Feb 08, 2024	BUY	$57.02 - $65.3 $63,406 - $72,613	1,112 Added 3.78%	30,525 $1.99 Million
Q3 2023 Nov 09, 2023	BUY	$58.97 - $62.89 $1.73 Million - $1.85 Million	29,413 New	29,413 $1.74 Million
Q3 2022 Nov 14, 2022	SELL	$50.1 - $61.86 $211,872 - $261,605	-4,229 Reduced 30.06%	9,839 $493,000
Q2 2022 Aug 23, 2022	BUY	$50.47 - $67.39 $710,011 - $948,042	14,068 New	14,068 $735,000

Others Institutions Holding SPYG

# of Institutions

1,224

Shares Held

322M

Call Options Held

1.22M

Put Options Held

95.9K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Wcg Wealth Advisors LLC Spdr Portfolio Transaction History