Family Wealth Group, LLC Spdr Portfolio Transaction History

Family Wealth Group, LLC

$105 Million
Q3 2025

A detailed history of Family Wealth Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Family Wealth Group, LLC holds 4,001 shares of SPYG stock, worth $419,344. This represents 0.4% of its overall portfolio holdings.

Number of Shares

4,001

Previous 3,978 0.58%

Holding current value

$419,344

Previous $379,000 10.29%

% of portfolio

0.4%

Previous 0.39%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$94.33 - $105.31 $2,169 - $2,422	23 Added 0.58%	4,001 $418,000
Q2 2025 Aug 04, 2025	BUY	$71.83 - $95.32 $285,739 - $379,182	3,978 New	3,978 $379,000
Q1 2025 May 14, 2025	SELL	$80.05 - $92.39 $317,558 - $366,511	-3,967 Closed	0 $0
Q4 2024 May 14, 2025	BUY	$81.74 - $91.38 $572 - $639	7 Added 0.18%	3,967 $348,000
Q3 2024 Apr 01, 2025	BUY	$73.38 - $84.1 $440 - $504	6 Added 0.15%	3,960 $328,000

Q3 2024 Nov 14, 2024	BUY	$73.38 - $84.1 $440 - $504	6 Added 0.15%	3,960 $328,000
Q2 2024 Apr 01, 2025	BUY	$68.71 - $80.95 $480 - $566	7 Added 0.18%	3,954 $316,000
Q2 2024 Aug 14, 2024	BUY	$68.71 - $80.95 $480 - $566	7 Added 0.18%	3,954 $316,000
Q1 2024 Apr 01, 2025	BUY	$63.12 - $73.73 $378 - $442	6 Added 0.15%	3,947 $289 Million
Q1 2024 Aug 14, 2024	SELL	$63.12 - $73.73 $4,039 - $4,718	-64 Reduced 1.6%	3,947 $288,000
Q4 2023 Apr 01, 2025	SELL	$57.02 - $65.3 $1,083 - $1,240	-19 Reduced 0.48%	3,941 $256 Million
Q4 2023 Feb 14, 2024	BUY	$57.02 - $65.3 $228,707 - $261,918	4,011 New	4,011 $260,000

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
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Family Wealth Group, LLC Spdr Portfolio Transaction History