Gen Wealth Group, Inc. Spdr Portfolio Long Term Treas Transaction History

Gen Wealth Group, Inc.

$436 Million
Q4 2024

A detailed history of Gen Wealth Group, Inc. transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 363,548 shares of SPTL stock, worth $9.5 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares

363,548

Previous 294,166 23.59%

Holding current value

$9.5 Million

Previous $8.55 Million 11.34%

% of portfolio

2.19%

Previous 1.98%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$26.05 - $29.17 $1.81 Million - $2.02 Million	69,382 Added 23.59%	363,548 $9.52 Million
Q3 2024 Oct 11, 2024	BUY	$26.69 - $29.87 $33,709 - $37,725	1,263 Added 0.43%	294,166 $8.55 Million
Q2 2024 Jul 17, 2024	BUY	$26.06 - $27.96 $346,988 - $372,287	13,315 Added 4.76%	292,903 $7.97 Million
Q1 2024 Apr 11, 2024	SELL	$27.25 - $28.98 $5.74 Million - $6.11 Million	-210,676 Reduced 42.97%	279,588 $7.81 Million
Q4 2023 Jan 11, 2024	BUY	$24.55 - $29.44 $10.3 Million - $12.4 Million	421,228 Added 610.16%	490,264 $14.2 Million
Q3 2023 Nov 13, 2023	BUY	$26.09 - $29.96 $146,547 - $168,285	5,617 Added 8.86%	69,036 $1.81 Million
Q2 2023 Jul 13, 2023	BUY	$29.25 - $31.5 $299,695 - $322,749	10,246 Added 19.27%	63,419 $1.9 Million
Q1 2023 Apr 11, 2023	SELL	$28.88 - $31.49 $553,860 - $603,915	-19,178 Reduced 26.51%	53,173 $1.64 Million
Q4 2022 Jan 19, 2023	BUY	$27.04 - $31.56 $1.36 Million - $1.58 Million	50,167 Added 226.14%	72,351 $0
Q3 2022 Oct 14, 2022	BUY	$29.2 - $34.52 $647,772 - $765,791	22,184 New	22,184 $658,000
Q1 2020 Apr 20, 2020	SELL	$39.27 - $49.27 $807,037 - $1.01 Million	-20,551 Closed	0 $0
Q3 2019 Oct 07, 2019	SELL	$39.22 - $41.24 $77,655 - $81,655	-1,980 Reduced 8.79%	20,551 $843,000
Q2 2019 Jul 10, 2019	BUY	N/A	13,323 Added 144.69%	22,531 $863,000
Q2 2018 Jul 13, 2018	SELL	N/A	-2,322 Reduced 20.14%	9,208 $323,000
Q4 2017 Feb 01, 2018	BUY	N/A	5,765 Added 100.0%	11,530 $408,000
Q2 2017 Aug 10, 2017	BUY	N/A	5,765	5,765 $415,000

Others Institutions Holding SPTL

# of Institutions

460

Shares Held

356M

Call Options Held

264K

Put Options Held

19K

View Full List

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Gen Wealth Group, Inc. Spdr Portfolio Long Term Treas Transaction History