Bison Wealth, LLC Spdr Portfolio Transaction History

Bison Wealth, LLC

$561 Million
Q3 2024

A detailed history of Bison Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Bison Wealth, LLC holds 3,217 shares of SPYG stock, worth $293,133. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,217

Holding current value

$293,133

% of portfolio

0.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$73.38 - $84.1 $236,063 - $270,549	3,217 New	3,217 $266,000
Q1 2022 May 12, 2022	SELL	$59.17 - $73.03 $23,431 - $28,919	-396 Reduced 24.54%	1,218 $81,000
Q3 2021 Nov 03, 2021	BUY	$63.23 - $68.45 $25,039 - $27,106	396 Added 32.51%	1,614 $103,000
Q2 2020 Aug 03, 2020	BUY	$34.16 - $45.45 $8,574 - $11,407	251 Added 25.96%	1,218 $55,000
Q4 2019 Feb 05, 2020	BUY	$37.77 - $42.13 $36,523 - $40,739	967 New	967 $41,000

Others Institutions Holding SPYG

# of Institutions

1,097

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.86 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.88 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.2 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$712 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$661 Million
0.04% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

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