Wealthspire Advisors, LLC Spdr Portfolio Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 138,533 shares of SPYG stock, worth $12.6 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

138,533

Previous 148,278 6.57%

Holding current value

$12.6 Million

Previous $11.9 Million 3.3%

% of portfolio

0.12%

Previous 0.15%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$73.38 - $84.1 $715,088 - $819,554	-9,745 Reduced 6.57%	138,533 $11.5 Million
Q2 2024 Aug 08, 2024	SELL	$68.71 - $80.95 $1.04 Million - $1.23 Million	-15,141 Reduced 9.27%	148,278 $11.9 Million
Q1 2024 May 06, 2024	SELL	$63.12 - $73.73 $812,354 - $948,905	-12,870 Reduced 7.3%	163,419 $12 Million
Q4 2023 Feb 06, 2024	BUY	$57.02 - $65.3 $10.1 Million - $11.5 Million	176,289 New	176,289 $11.5 Million
Q3 2022 Nov 14, 2022	BUY	$50.1 - $61.86 $240,630 - $297,113	4,803 New	4,803 $241,000
Q2 2022 Aug 09, 2022	SELL	$50.47 - $67.39 $152,267 - $203,315	-3,017 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$63.39 - $73.48 $7,923 - $9,185	-125 Reduced 3.98%	3,017 $219,000
Q3 2021 Nov 15, 2021	SELL	$63.23 - $68.45 $6,323 - $6,845	-100 Reduced 3.08%	3,142 $201,000
Q2 2021 Aug 13, 2021	SELL	$57.17 - $63.06 $70,033 - $77,248	-1,225 Reduced 27.42%	3,242 $204,000
Q1 2021 May 17, 2021	BUY	$53.23 - $58.3 $237,778 - $260,426	4,467 New	4,467 $252,000

Others Institutions Holding SPYG

# of Institutions

1,097

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Industry ETFs

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Wealthspire Advisors, LLC Spdr Portfolio Transaction History