Goal Vest Advisory LLC Spdr Portfolio Transaction History

Goal Vest Advisory LLC

  • $352 Million
  • Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Goal Vest Advisory LLC holds 62,311 shares of SPYG stock, worth $5.34 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
62,311
Previous 65,368 4.68%
Holding current value
$5.34 Million
Previous $5.42 Million 1.03%
% of portfolio
1.55%
Previous 1.64%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$81.74 - $91.38 $249,879 - $279,348
-3,057 Reduced 4.68%
62,311 $5.48 Million
Q3 2024

Nov 06, 2024
SELL
$73.38 - $84.1 $112,418 - $128,841
-1,532 Reduced 2.29%
65,368 $5.42 Million
Q2 2024

Jul 30, 2024
SELL
$68.71 - $80.95 $1.63 Million - $1.92 Million
-23,685 Reduced 26.15%
66,900 $5.36 Million
Q1 2024

Apr 15, 2024
SELL
$63.12 - $73.73 $474,851 - $554,670
-7,523 Reduced 7.67%
90,585 $6.63 Million
Q4 2023

Jan 02, 2024
SELL
$57.02 - $65.3 $164,388 - $188,259
-2,883 Reduced 2.85%
98,108 $6.38 Million
Q3 2023

Oct 10, 2023
SELL
$58.97 - $62.89 $28,836 - $30,753
-489 Reduced 0.48%
100,991 $5.99 Million
Q2 2023

Jul 17, 2023
SELL
$54.76 - $61.01 $110,231 - $122,813
-2,013 Reduced 1.95%
101,480 $6.19 Million
Q1 2023

Apr 03, 2023
SELL
$49.61 - $55.36 $288,779 - $322,250
-5,821 Reduced 5.33%
103,493 $5.73 Million
Q4 2022

Jan 06, 2023
BUY
$49.14 - $55.07 $5.37 Million - $6.02 Million
109,314 New
109,314 $0
Q2 2022

Jul 06, 2022
SELL
$50.47 - $67.39 $87,010 - $116,180
-1,724 Closed
0 $0
Q2 2021

Sep 01, 2021
SELL
$57.17 - $63.06 $2,858 - $3,153
-50 Reduced 2.82%
1,724 $109,000
Q1 2021

May 13, 2021
SELL
$53.23 - $58.3 $1,809 - $1,982
-34 Reduced 1.88%
1,774 $100,000
Q4 2020

Jan 28, 2021
BUY
$48.59 - $55.29 $87,850 - $99,964
1,808 New
1,808 $100,000

Others Institutions Holding SPYG

# of Institutions
1,220
Shares Held
323M
Call Options Held
1.22M
Put Options Held
95.9K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
Track This Portfolio

Track Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email