Balanced Wealth Group LLC Spdr Portfolio Transaction History

Balanced Wealth Group LLC

  • $223 Billion
  • Q4 2024

A detailed history of Balanced Wealth Group LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Balanced Wealth Group LLC holds 274,475 shares of SPYG stock, worth $22 Million. This represents 9.66% of its overall portfolio holdings.

Number of Shares
274,475
Previous 288,306 4.8%
Holding current value
$22 Million
Previous $20.9 Billion 2.83%
% of portfolio
9.66%
Previous 9.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,228
Shares Held
323M
Call Options Held
1.22M
Put Options Held
95.9K
View Full List

About SPDR PORTFOLIO

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