Jfs Wealth Advisors, LLC Spdr Portfolio Transaction History

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 8,717 shares of SPYG stock, worth $794,293. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,717
Previous 8,730 0.15%
Holding current value
$794,293
Previous $699,000 3.29%
% of portfolio
0.05%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$73.38 - $84.1 $953 - $1,093
-13 Reduced 0.15%
8,717 $722,000
Q2 2024

Jul 15, 2024
BUY
$68.71 - $80.95 $41,225 - $48,570
600 Added 7.38%
8,730 $699,000
Q1 2024

Apr 30, 2024
SELL
$63.12 - $73.73 $27,015 - $31,556
-428 Reduced 5.0%
8,130 $594,000
Q4 2023

Feb 07, 2024
SELL
$57.02 - $65.3 $38,659 - $44,273
-678 Reduced 7.34%
8,558 $556,000
Q3 2023

Nov 02, 2023
BUY
$58.97 - $62.89 $91,344 - $97,416
1,549 Added 20.15%
9,236 $547,000
Q2 2023

Aug 07, 2023
BUY
$54.76 - $61.01 $821 - $915
15 Added 0.2%
7,687 $468,000
Q1 2023

Apr 19, 2023
BUY
$49.61 - $55.36 $207,469 - $231,515
4,182 Added 119.83%
7,672 $424,000
Q4 2022

Feb 13, 2023
BUY
$49.14 - $55.07 $141,768 - $158,876
2,885 Added 476.86%
3,490 $176,000
Q3 2022

Oct 21, 2022
BUY
$50.1 - $61.86 $5,060 - $6,247
101 Added 20.04%
605 $30,000
Q2 2022

Aug 02, 2022
BUY
$50.47 - $67.39 $50 - $67
1 Added 0.2%
504 $26,000
Q1 2022

May 02, 2022
SELL
$59.17 - $73.03 $29,525 - $36,441
-499 Reduced 49.8%
503 $33,000
Q4 2021

Feb 03, 2022
BUY
$63.39 - $73.48 $63,516 - $73,626
1,002 New
1,002 $73,000
Q1 2021

Apr 28, 2021
SELL
$53.23 - $58.3 $266 - $291
-5 Closed
0 $0
Q2 2020

Aug 05, 2020
BUY
$34.16 - $45.45 $170 - $227
5 New
5 $0

Others Institutions Holding SPYG

# of Institutions
1,097
Shares Held
279M
Call Options Held
399K
Put Options Held
203K
View Full List

About SPDR PORTFOLIO

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