Dynamic Wealth Strategies, LLC Spdr Portfolio Transaction History

Dynamic Wealth Strategies, LLC

$149 Million
Q3 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 41,285 shares of SPYG stock, worth $4.33 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares

41,285

Previous 29,142 41.67%

Holding current value

$4.33 Million

Previous $2.78 Million 55.35%

% of portfolio

2.91%

Previous 2.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$94.33 - $105.31 $1.15 Million - $1.28 Million	12,143 Added 41.67%	41,285 $4.31 Million
Q2 2025 Aug 13, 2025	SELL	$71.83 - $95.32 $1.8 Million - $2.39 Million	-25,022 Reduced 46.2%	29,142 $2.78 Million
Q1 2025 May 12, 2025	SELL	$80.05 - $92.39 $3,041 - $3,510	-38 Reduced 0.07%	54,164 $4.35 Million
Q4 2024 Feb 13, 2025	SELL	$81.74 - $91.38 $12,424 - $13,889	-152 Reduced 0.28%	54,202 $4.76 Million
Q3 2024 Nov 13, 2024	SELL	$73.38 - $84.1 $28,911 - $33,135	-394 Reduced 0.72%	54,354 $4.51 Million

Q2 2024 Aug 15, 2024	SELL	$68.71 - $80.95 $218,016 - $256,854	-3,173 Reduced 5.48%	54,748 $4.39 Million
Q1 2024 May 15, 2024	SELL	$63.12 - $73.73 $73,913 - $86,337	-1,171 Reduced 1.98%	57,921 $4.24 Million
Q4 2023 Feb 13, 2024	BUY	$57.02 - $65.3 $3.37 Million - $3.86 Million	59,092 New	59,092 $3.84 Billion

Others Institutions Holding SPYG

# of Institutions

1,391

Shares Held

337M

Call Options Held

247K

Put Options Held

165K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Dynamic Wealth Strategies, LLC Spdr Portfolio Transaction History