Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.35 Billion
Q1 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 941,935 shares of SPYG stock, worth $72 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

941,935

Previous 933,944 0.86%

Holding current value

$72 Million

Previous $82.1 Million 8.07%

% of portfolio

1.41%

Previous 1.59%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$80.05 - $92.39 $639,679 - $738,288	7,991 Added 0.86%	941,935 $75.5 Million
Q4 2024 Jan 14, 2025	BUY	$81.74 - $91.38 $2.06 Million - $2.3 Million	25,190 Added 2.77%	933,944 $82.1 Million
Q3 2024 Oct 11, 2024	BUY	$73.38 - $84.1 $1.39 Million - $1.59 Million	18,963 Added 2.13%	908,754 $75.4 Million
Q2 2024 Jul 11, 2024	BUY	$68.71 - $80.95 $2.7 Million - $3.18 Million	39,239 Added 4.61%	889,791 $71.3 Million
Q1 2024 May 02, 2024	BUY	$63.12 - $73.73 $4.98 Million - $5.82 Million	78,927 Added 10.23%	850,552 $62.2 Million
Q4 2023 Jan 16, 2024	BUY	$57.02 - $65.3 $666,221 - $762,965	11,684 Added 1.54%	771,625 $50.2 Million
Q3 2023 Oct 13, 2023	BUY	$58.97 - $62.89 $791,377 - $843,983	13,420 Added 1.8%	759,941 $45 Million
Q2 2023 Jul 14, 2023	SELL	$54.76 - $61.01 $3.42 Million - $3.81 Million	-62,451 Reduced 7.72%	746,521 $45.5 Million
Q1 2023 Apr 12, 2023	BUY	$49.61 - $55.36 $706,992 - $788,935	14,251 Added 1.79%	808,972 $44.8 Million
Q4 2022 Jan 19, 2023	BUY	$49.14 - $55.07 $39.1 Million - $43.8 Million	794,721 New	794,721 $0
Q2 2022 Jul 08, 2022	BUY	$50.47 - $67.39 $6.56 Million - $8.76 Million	130,015 Added 22.8%	700,227 $36.6 Million
Q1 2022 Apr 27, 2022	BUY	$59.17 - $73.03 $4.36 Million - $5.39 Million	73,750 Added 14.86%	570,212 $37.8 Million
Q4 2021 Jan 26, 2022	BUY	$63.39 - $73.48 $2.46 Million - $2.86 Million	38,863 Added 8.49%	496,462 $36 Million
Q3 2021 Nov 02, 2021	BUY	$63.23 - $68.45 $28.9 Million - $31.3 Million	457,599 New	457,599 $29.3 Million
Q3 2021 Oct 14, 2021	SELL	$63.23 - $68.45 $25.1 Million - $27.1 Million	-396,370 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$57.17 - $63.06 $651,852 - $719,010	11,402 Added 2.96%	396,370 $25 Million
Q1 2021 May 24, 2021	BUY	$53.23 - $58.3 $2.58 Million - $2.83 Million	48,544 Added 14.43%	384,968 $21.7 Million
Q4 2020 Jan 14, 2021	BUY	$48.59 - $55.29 $2.49 Million - $2.83 Million	51,243 Added 17.97%	336,424 $18.6 Million
Q3 2020 Oct 13, 2020	BUY	$45.36 - $54.05 $47,764 - $56,914	1,053 Added 0.37%	285,181 $14.3 Million
Q2 2020 Jul 16, 2020	BUY	$34.16 - $45.45 $9.28 Million - $12.4 Million	271,741 Added 2193.76%	284,128 $12.8 Million
Q4 2019 Jan 29, 2020	SELL	$37.77 - $42.13 $21,717 - $24,224	-575 Reduced 4.44%	12,387 $519,000
Q3 2019 Oct 07, 2019	BUY	$38.67 - $39.55 $501,240 - $512,647	12,962 New	12,962 $504,000

Others Institutions Holding SPYG

# of Institutions

1,217

Shares Held

323M

Call Options Held

1.22M

Put Options Held

95.9K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio Transaction History