Wells Financial Advisors Inc Spdr Portfolio Transaction History

Wells Financial Advisors Inc

  • $143 Million
  • Q1 2024

A detailed history of Wells Financial Advisors Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Wells Financial Advisors Inc holds 202,785 shares of SPYG stock, worth $16.2 Million. This represents 10.39% of its overall portfolio holdings.

Number of Shares
202,785
Previous 201,586 0.59%
Holding current value
$16.2 Million
Previous $13.1 Million 13.1%
% of portfolio
10.39%
Previous 9.53%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$63.12 - $73.73 $75,680 - $88,402
1,199 Added 0.59%
202,785 $14.8 Million
Q4 2023

Feb 12, 2024
SELL
$57.02 - $65.3 $58,388 - $66,867
-1,024 Reduced 0.51%
201,586 $13.1 Million
Q3 2023

Oct 10, 2023
BUY
$58.97 - $62.89 $154,678 - $164,960
2,623 Added 1.31%
202,610 $12 Million
Q2 2023

Aug 07, 2023
BUY
$54.76 - $61.01 $603,948 - $672,879
11,029 Added 5.84%
199,987 $12.2 Million
Q1 2023

May 03, 2023
SELL
$49.61 - $55.36 $31,601 - $35,264
-637 Reduced 0.34%
188,958 $10.5 Million
Q4 2022

Feb 03, 2023
BUY
$49.47 - $55.07 $2.99 Million - $3.32 Million
60,347 Added 46.69%
189,595 $9.61 Million
Q3 2022

Nov 09, 2022
BUY
N/A
2,246 Added 1.77%
129,248 $6.48 Million
Q2 2022

Aug 10, 2022
BUY
N/A
53,252 Added 72.21%
127,002 $6.64 Million
Q1 2022

Apr 25, 2022
BUY
N/A
2,554 Added 3.59%
73,750 $4.88 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-21,381 Reduced 23.1%
71,196 $5.16 Million
Q3 2021

Nov 10, 2021
BUY
N/A
2,474 Added 2.75%
92,577 $5.93 Million
Q2 2021

Aug 02, 2021
BUY
N/A
1,723 Added 1.95%
90,103 $5.67 Million
Q1 2021

May 12, 2021
SELL
N/A
-138,109 Reduced 60.98%
88,380 $4.99 Million
Q4 2020

Feb 11, 2021
BUY
N/A
226,489 New
226,489 $12.5 Million

Others Institutions Holding SPYG

# of Institutions
993
Shares Held
269M
Call Options Held
331K
Put Options Held
78.3K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
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