Beacon Bridge Wealth Partners, LLC Spdr Portfolio Transaction History

Beacon Bridge Wealth Partners, LLC

$235 Billion
Q4 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 82,434 shares of SPYG stock, worth $7.28 Million. This represents 3.08% of its overall portfolio holdings.

Number of Shares

82,434

Previous 76,532 7.71%

Holding current value

$7.28 Million

Previous $6.35 Billion 14.15%

% of portfolio

3.08%

Previous 2.73%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$81.74 - $91.38 $482,429 - $539,324	5,902 Added 7.71%	82,434 $7.25 Billion
Q3 2024 Nov 12, 2024	BUY	$73.38 - $84.1 $506,542 - $580,542	6,903 Added 9.91%	76,532 $6.35 Billion
Q2 2024 Aug 02, 2024	SELL	$68.71 - $80.95 $33,736 - $39,746	-491 Reduced 0.7%	69,629 $5.58 Billion
Q1 2024 May 03, 2024	BUY	$63.12 - $73.73 $1.07 Million - $1.26 Million	17,022 Added 32.06%	70,120 $5.13 Billion
Q4 2023 Feb 09, 2024	BUY	$57.02 - $65.3 $937,123 - $1.07 Million	16,435 Added 44.83%	53,098 $3.45 Billion
Q3 2023 Nov 14, 2023	SELL	$58.97 - $62.89 $1.39 Million - $1.48 Million	-23,583 Reduced 39.14%	36,663 $2.17 Billion
Q2 2023 Aug 08, 2023	BUY	$54.76 - $61.01 $1.48 Million - $1.64 Million	26,936 Added 80.86%	60,246 $3.68 Billion
Q1 2023 May 08, 2023	SELL	$49.61 - $55.36 $1.05 Million - $1.17 Million	-21,103 Reduced 38.78%	33,310 $1.84 Billion
Q4 2022 Feb 10, 2023	BUY	$49.14 - $55.07 $2.67 Million - $3 Million	54,413 New	54,413 $2.76 Billion

Others Institutions Holding SPYG

# of Institutions

1,218

Shares Held

323M

Call Options Held

1.22M

Put Options Held

95.9K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Bridge Wealth Partners, LLC with notifications on news.

Account

Beacon Bridge Wealth Partners, LLC Spdr Portfolio Transaction History