Balanced Wealth Group LLC Spdr Portfolio Transaction History

Balanced Wealth Group LLC

$273 Billion
Q4 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 256,059 shares of SPYG stock, worth $26.8 Million. This represents 9.8% of its overall portfolio holdings.

Number of Shares

256,059

Previous 248,075 3.22%

Holding current value

$26.8 Million

Previous $23.3 Billion 14.85%

% of portfolio

9.8%

Previous 10.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$102.4 - $109.39 $817,561 - $873,369	7,984 Added 3.22%	256,059 $26.8 Billion
Q3 2025 Oct 27, 2025	SELL	$94.33 - $105.31 $337,229 - $376,483	-3,575 Reduced 1.42%	248,075 $23.3 Billion
Q2 2025 Aug 13, 2025	BUY	$71.83 - $95.32 $720,598 - $956,250	10,032 Added 4.15%	251,650 $24.7 Billion
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

1,396

Shares Held

338M

Call Options Held

247K

Put Options Held

165K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Balanced Wealth Group LLC Spdr Portfolio Transaction History