Falcon Wealth Planning Spdr Portfolio Transaction History

Falcon Wealth Planning

  • $1 Billion
  • Q3 2025

A detailed history of Falcon Wealth Planning transactions in Spdr Portfolio stock. As of the latest transaction made, Falcon Wealth Planning holds 2,572 shares of SPYG stock, worth $269,571. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,572
Previous 2,583 0.43%
Holding current value
$269,571
Previous $246,000 8.94%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
SELL
$94.33 - $105.31 $1,037 - $1,158
-11 Reduced 0.43%
2,572 $268,000
Q2 2025

Jul 16, 2025
SELL
$71.83 - $95.32 $98,191 - $130,302
-1,367 Reduced 34.61%
2,583 $246,000
Q4 2024

Jan 22, 2025
BUY
$81.74 - $91.38 $322,873 - $360,951
3,950 New
3,950 $347,000

Others Institutions Holding SPYG

# of Institutions
1,389
Shares Held
337M
Call Options Held
247K
Put Options Held
165K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
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