Wellspring Financial Advisors, LLC Spdr Portfolio Transaction History

Wellspring Financial Advisors, LLC

  • $838 Billion
  • Q3 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 245,254 shares of SPYG stock, worth $21.2 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
245,254
Previous 104,343 135.05%
Holding current value
$21.2 Million
Previous $8.36 Billion 1.97%
% of portfolio
1.02%
Previous 1.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$73.38 - $84.1 $10.3 Million - $11.9 Million
140,911 Added 135.05%
245,254 $8.53 Billion
Q2 2024

Aug 12, 2024
SELL
$68.71 - $80.95 $404,427 - $476,471
-5,886 Reduced 5.34%
104,343 $8.36 Billion
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
$49.14 - $55.07 $2.16 Million - $2.42 Million
43,873 New
43,873 $2.22 Million

Others Institutions Holding SPYG

# of Institutions
1,094
Shares Held
279M
Call Options Held
399K
Put Options Held
203K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
Track This Portfolio

Track Wellspring Financial Advisors, LLC Portfolio

Follow Wellspring Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wellspring Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wellspring Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email