Wj Wealth Management, LLC Spdr Portfolio Transaction History

Wj Wealth Management, LLC

  • $267 Million
  • Q3 2024

A detailed history of Wj Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wj Wealth Management, LLC holds 11,292 shares of SPYG stock, worth $992,566. This represents 0.35% of its overall portfolio holdings.

Number of Shares
11,292
Previous 11,552 2.25%
Holding current value
$992,566
Previous $925,000 1.19%
% of portfolio
0.35%
Previous 0.34%

Shares

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

Oct 31, 2024
SELL
$73.38 - $84.1 $19,078 - $21,866
-260 Reduced 2.25%
11,292 $936,000
Q2 2024

Aug 09, 2024
SELL
$68.71 - $80.95 $4.81 Million - $5.67 Million
-70,025 Reduced 85.84%
11,552 $925,000
Q1 2024

Apr 17, 2024
BUY
$63.12 - $73.73 $1.94 Million - $2.27 Million
30,779 Added 60.59%
81,577 $5.97 Million
Q4 2023

Jan 12, 2024
BUY
$57.02 - $65.3 $588,788 - $674,287
10,326 Added 25.51%
50,798 $3.3 Million
Q3 2023

Oct 10, 2023
BUY
$58.97 - $62.89 $648,139 - $691,223
10,991 Added 37.28%
40,472 $2.4 Million
Q2 2023

Jul 11, 2023
BUY
$54.76 - $61.01 $1.61 Million - $1.8 Million
29,481 New
29,481 $1.8 Million
Q3 2022

Oct 18, 2022
BUY
$50.1 - $61.86 $239,177 - $295,319
4,774 New
4,774 $240,000
Q2 2022

Aug 05, 2022
SELL
$50.47 - $67.39 $188,101 - $251,162
-3,727 Closed
0 $0
Q1 2022

May 13, 2022
SELL
$59.17 - $73.03 $23,668 - $29,212
-400 Reduced 9.69%
3,727 $247,000
Q3 2021

Oct 15, 2021
SELL
$63.23 - $68.45 $260,950 - $282,493
-4,127 Reduced 50.0%
4,127 $264,000
Q3 2021

Oct 13, 2021
BUY
$63.23 - $68.45 $317,161 - $343,345
5,016 Added 154.91%
8,254 $264,000
Q2 2021

Aug 04, 2021
BUY
$57.17 - $63.06 $185,116 - $204,188
3,238 New
3,238 $204,000
Q3 2020

Oct 14, 2020
SELL
$45.36 - $54.05 $218,090 - $259,872
-4,808 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
$34.16 - $45.45 $164,241 - $218,523
4,808 New
4,808 $216,000

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

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