Choice Wealth Advisors, LLC Spdr Portfolio Transaction History

Choice Wealth Advisors, LLC

$193 Million
Q4 2024

A detailed history of Choice Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Choice Wealth Advisors, LLC holds 243,975 shares of SPYG stock, worth $19.8 Million. This represents 11.09% of its overall portfolio holdings.

Number of Shares

243,975

Previous 232,957 4.73%

Holding current value

$19.8 Million

Previous $19.3 Million 10.99%

% of portfolio

11.09%

Previous 9.79%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$81.74 - $91.38 $900,611 - $1.01 Million	11,018 Added 4.73%	243,975 $21.4 Million
Q3 2024 Oct 07, 2024	SELL	$73.38 - $84.1 $205,830 - $235,900	-2,805 Reduced 1.19%	232,957 $19.3 Million
Q2 2024 Jul 15, 2024	SELL	$68.71 - $80.95 $364,575 - $429,520	-5,306 Reduced 2.2%	235,762 $18.9 Million
Q1 2024 Apr 18, 2024	SELL	$63.12 - $73.73 $873,391 - $1.02 Million	-13,837 Reduced 5.43%	241,068 $17.6 Million
Q4 2023 Jan 11, 2024	SELL	$57.02 - $65.3 $114 - $130	-2 Reduced -0.0%	254,905 $16.6 Million
Q3 2023 Oct 10, 2023	SELL	$58.97 - $62.89 $353,171 - $376,648	-5,989 Reduced 2.3%	254,907 $15.1 Million
Q2 2023 Jul 14, 2023	SELL	$54.76 - $61.01 $583,467 - $650,061	-10,655 Reduced 3.92%	260,896 $15.9 Million
Q1 2023 Apr 06, 2023	BUY	$49.61 - $55.36 $326,632 - $364,490	6,584 Added 2.48%	271,551 $15 Million
Q4 2022 Jan 25, 2023	BUY	$49.14 - $55.07 $243,586 - $272,981	4,957 Added 1.91%	264,967 $0
Q3 2022 Nov 09, 2022	BUY	$50.1 - $61.86 $13 Million - $16.1 Million	260,010 New	260,010 $13 Million
Q2 2022 Aug 09, 2022	SELL	$50.47 - $67.39 $12.5 Million - $16.6 Million	-246,889 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	$59.17 - $73.03 $398,924 - $492,368	6,742 Added 2.81%	246,889 $16 Million
Q4 2021 Feb 14, 2022	SELL	$63.39 - $73.48 $247,474 - $286,865	-3,904 Reduced 1.6%	240,147 $17.4 Million
Q3 2021 Oct 13, 2021	SELL	$63.23 - $68.45 $507,989 - $549,927	-8,034 Reduced 3.19%	244,051 $15.6 Million
Q2 2021 Jul 23, 2021	BUY	$57.17 - $63.06 $891,966 - $983,862	15,602 Added 6.6%	252,085 $15.9 Million
Q1 2021 Apr 16, 2021	BUY	$53.23 - $58.3 $622,205 - $681,468	11,689 Added 5.2%	236,483 $13.3 Million
Q4 2020 Feb 12, 2021	BUY	$48.59 - $55.29 $10.9 Million - $12.4 Million	224,794 New	224,794 $12.4 Million

Others Institutions Holding SPYG

# of Institutions

1,224

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 Choice Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Choice Wealth Advisors, LLC with notifications on news.

Account

Choice Wealth Advisors, LLC Spdr Portfolio Transaction History