Balanced Wealth Group LLC Spdr Portfolio Transaction History

Balanced Wealth Group LLC

$207 Billion
Q1 2025

A detailed history of Balanced Wealth Group LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Balanced Wealth Group LLC holds 241,618 shares of SPYG stock, worth $18.5 Million. This represents 9.35% of its overall portfolio holdings.

Number of Shares

241,618

Previous 274,475 11.97%

Holding current value

$18.5 Million

Previous $21.5 Billion 10.13%

% of portfolio

9.35%

Previous 9.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$80.05 - $92.39 $2.63 Million - $3.04 Million	-32,857 Reduced 11.97%	241,618 $19.3 Billion
Q4 2024 Feb 10, 2025	SELL	$81.74 - $91.38 $1.13 Million - $1.26 Million	-13,831 Reduced 4.8%	274,475 $21.5 Billion
Q3 2024 Oct 28, 2024	SELL	$73.38 - $84.1 $72.2 Million - $82.8 Million	-984,519 Reduced 77.35%	288,306 $20.9 Billion
Q2 2024 Aug 13, 2024	SELL	$68.71 - $80.95 $325,273 - $383,217	-4,734 Reduced 0.37%	1,272,825 $20.8 Billion
Q1 2024 May 13, 2024	BUY	$63.12 - $73.73 $73.5 Million - $85.9 Million	1,165,022 Added 1035.23%	1,277,559 $19.3 Billion
Q4 2023 Feb 06, 2024	BUY	$57.02 - $65.3 $6.42 Million - $7.35 Million	112,537 New	112,537 $7.32 Billion

Others Institutions Holding SPYG

# of Institutions

1,220

Shares Held

324M

Call Options Held

1.22M

Put Options Held

95.9K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Balanced Wealth Group LLC Spdr Portfolio Transaction History