Juncture Wealth Strategies, LLC Spdr Portfolio Transaction History

Juncture Wealth Strategies, LLC

  • $267 Million
  • Q4 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 14,411 shares of SPYG stock, worth $1.29 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
14,411
Previous 15,182 5.08%
Holding current value
$1.29 Million
Previous $1.26 Million 0.56%
% of portfolio
0.47%
Previous 0.49%

Shares

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

Jan 21, 2025
SELL
$81.74 - $91.38 $63,021 - $70,453
-771 Reduced 5.08%
14,411 $1.27 Million
Q3 2024

Oct 09, 2024
SELL
$73.38 - $84.1 $74,040 - $84,856
-1,009 Reduced 6.23%
15,182 $1.26 Million
Q2 2024

Jul 11, 2024
SELL
$68.71 - $80.95 $31,537 - $37,156
-459 Reduced 2.76%
16,191 $1.3 Million
Q1 2024

Apr 05, 2024
SELL
$63.12 - $73.73 $131,605 - $153,727
-2,085 Reduced 11.13%
16,650 $1.22 Million
Q4 2023

Jan 08, 2024
SELL
$57.02 - $65.3 $45,616 - $52,240
-800 Reduced 4.1%
18,735 $1.22 Million
Q3 2023

Oct 10, 2023
SELL
$58.97 - $62.89 $434,549 - $463,436
-7,369 Reduced 27.39%
19,535 $1.16 Million
Q2 2023

Jul 11, 2023
BUY
$54.76 - $61.01 $132,683 - $147,827
2,423 Added 9.9%
26,904 $1.64 Million
Q1 2023

May 05, 2023
SELL
$49.61 - $55.36 $219,921 - $245,410
-4,433 Reduced 15.33%
24,481 $1.36 Million
Q4 2022

Jan 18, 2023
BUY
$49.14 - $55.07 $38,869 - $43,560
791 Added 2.81%
28,914 $0
Q3 2022

Oct 11, 2022
BUY
$50.1 - $61.86 $363,375 - $448,670
7,253 Added 34.75%
28,123 $1.41 Million
Q2 2022

Jul 14, 2022
SELL
$50.47 - $67.39 $410,270 - $547,813
-8,129 Reduced 28.03%
20,870 $1.09 Million
Q1 2022

Jul 14, 2022
BUY
$59.17 - $73.03 $1.72 Million - $2.12 Million
28,999 New
28,999 $1.92 Million

Others Institutions Holding SPYG

# of Institutions
1,215
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
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