Willner & Heller, LLC Spdr Portfolio Transaction History

Willner & Heller, LLC

  • $87.7 Million
  • Q4 2023

A detailed history of Willner & Heller, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Willner & Heller, LLC holds 9,248 shares of SPYG stock, worth $768,693. This represents 0.69% of its overall portfolio holdings.

Number of Shares
9,248
Previous 8,976 3.03%
Holding current value
$768,693
Previous $454,000 32.38%
% of portfolio
0.69%
Previous 0.65%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 06, 2024
BUY
$57.02 - $65.3 $15,509 - $17,761
272 Added 3.03%
9,248 $601,000
Q4 2022

Feb 14, 2023
BUY
$49.47 - $55.07 $22,558 - $25,111
456 Added 5.35%
8,976 $454,000
Q3 2022

Oct 24, 2022
SELL
N/A
-124 Reduced 1.43%
8,520 $427,000
Q2 2022

Jul 22, 2022
BUY
N/A
55 Added 0.64%
8,644 $452,000
Q1 2022

Jul 05, 2022
SELL
N/A
-1,850 Reduced 17.72%
8,589 $622,000
Q4 2021

Jun 06, 2022
BUY
N/A
10,439 New
10,439 $668,000

Others Institutions Holding SPYG

# of Institutions
999
Shares Held
269M
Call Options Held
331K
Put Options Held
78.3K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
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