Wellspring Financial Advisors, LLC Spdr Portfolio Transaction History

Wellspring Financial Advisors, LLC

$633 Billion
Q1 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 110,229 shares of SPYG stock, worth $8.83 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

110,229

Previous 112,067 1.64%

Holding current value

$8.83 Million

Previous $7.29 Billion 10.59%

% of portfolio

1.27%

Previous 1.81%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	SELL	$63.12 - $73.73 $116,014 - $135,515	-1,838 Reduced 1.64%	110,229 $8.06 Billion
Q4 2023 Feb 13, 2024	SELL	$57.02 - $65.3 $393,209 - $450,308	-6,896 Reduced 5.8%	112,067 $7.29 Billion
Q3 2023 Nov 14, 2023	BUY	$58.97 - $62.89 $44,345 - $47,293	752 Added 0.64%	118,963 $7.05 Billion
Q2 2023 Aug 11, 2023	BUY	$54.76 - $61.01 $130,000 - $144,837	2,374 Added 2.05%	118,211 $7.21 Billion
Q1 2023 May 12, 2023	BUY	$49.61 - $55.36 $3.57 Million - $3.98 Million	71,964 Added 164.03%	115,837 $6.41 Billion

Q4 2022 Feb 13, 2023	BUY	$49.47 - $55.07 $2.17 Million - $2.42 Million	43,873 New	43,873 $2.22 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

Ticker SPYG
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Wellspring Financial Advisors, LLC Spdr Portfolio Transaction History