Dynasty Wealth Management, LLC Spdr Portfolio Transaction History

Dynasty Wealth Management, LLC

$7.49 Trillion
Q3 2025

A detailed history of Dynasty Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 3,673,763 shares of SPYG stock, worth $385 Million. This represents 5.13% of its overall portfolio holdings.

Number of Shares

3,673,763

Previous 3,095,856 18.67%

Holding current value

$385 Million

Previous $295 Billion 30.11%

% of portfolio

5.13%

Previous 5.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$94.33 - $105.31 $54.5 Million - $60.9 Million	577,907 Added 18.67%	3,673,763 $384 Billion
Q2 2025 Aug 05, 2025	SELL	$71.83 - $95.32 $47.5 Million - $63 Million	-660,964 Reduced 17.59%	3,095,856 $295 Billion
Q1 2025 May 02, 2025	BUY	$80.05 - $92.39 $17.1 Million - $19.8 Million	214,211 Added 6.05%	3,756,820 $302 Billion
Q4 2024 Feb 05, 2025	BUY	$81.74 - $91.38 $290 Million - $324 Million	3,542,609 New	3,542,609 $311 Billion
Q2 2024 Aug 12, 2024	SELL	$68.71 - $80.95 $7.62 Million - $8.98 Million	-110,972 Reduced 3.09%	3,478,989 $279 Billion

Q1 2024 May 15, 2024	BUY	$63.12 - $73.73 $227 Million - $265 Million	3,589,961 New	3,589,961 $263 Billion

Others Institutions Holding SPYG

# of Institutions

1,388

Shares Held

337M

Call Options Held

247K

Put Options Held

165K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

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Dynasty Wealth Management, LLC Spdr Portfolio Transaction History