Great Valley Advisor Group, Inc. Spdr Index Shs Fds S Spdr Port Transaction History

Great Valley Advisor Group, Inc.

$4.07 Billion
Q4 2024

A detailed history of Great Valley Advisor Group, Inc. transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 8,016 shares of SPGM stock, worth $508,294. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,016

Previous 6,571 21.99%

Holding current value

$508,294

Previous $425,000 19.29%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 24, 2025	BUY	$63.23 - $66.65 $91,367 - $96,309	1,445 Added 21.99%	8,016 $507,000
Q3 2024 Nov 12, 2024	BUY	$57.85 - $64.92 $41,767 - $46,872	722 Added 12.34%	6,571 $425,000
Q2 2024 Jul 16, 2024	BUY	$56.67 - $60.99 $73,784 - $79,408	1,302 Added 28.63%	5,849 $355,000
Q1 2024 May 03, 2024	BUY	$54.21 - $59.68 $2,493 - $2,745	46 Added 1.02%	4,547 $271,000
Q4 2023 Feb 05, 2024	BUY	$48.07 - $55.48 $216,363 - $249,715	4,501 New	4,501 $249,000
Q2 2022 Jul 19, 2022	SELL	$44.97 - $55.51 $547,419 - $675,723	-12,173 Closed	0 $0
Q1 2022 Apr 20, 2022	SELL	$50.64 - $58.29 $888,732 - $1.02 Million	-17,550 Reduced 59.05%	12,173 $668,000
Q4 2021 Feb 10, 2022	BUY	$54.48 - $58.88 $554,551 - $599,339	10,179 Added 52.08%	29,723 $1.72 Million
Q3 2021 Oct 14, 2021	SELL	$54.18 - $57.66 $126,835 - $134,982	-2,341 Reduced 10.7%	19,544 $1.07 Million
Q2 2021 Jul 27, 2021	SELL	$52.95 - $55.77 $13,767 - $14,500	-260 Reduced 1.17%	21,885 $1.21 Million
Q1 2021 Apr 20, 2021	SELL	$48.86 - $52.85 $17,296 - $18,708	-354 Reduced 1.57%	22,145 $1.16 Million
Q4 2020 Jan 29, 2021	BUY	$42.03 - $49.28 $2,059 - $2,414	49 Added 0.22%	22,499 $1.1 Million
Q3 2020 Oct 21, 2020	SELL	$39.86 - $45.37 $1,833 - $2,087	-46 Reduced 0.2%	22,450 $971,000
Q2 2020 Jul 31, 2020	BUY	$32.02 - $41.32 $720,321 - $929,534	22,496 New	22,496 $896,000

Others Institutions Holding SPGM

# of Institutions

142

Shares Held

10.1M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

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Great Valley Advisor Group, Inc. Spdr Index Shs Fds S Spdr Port Transaction History