Kingsview Wealth Management, LLC Spdr Portfolio Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 442,319 shares of SPYG stock, worth $40.7 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

442,319

Previous 468,743 5.64%

Holding current value

$40.7 Million

Previous $37.6 Million 2.33%

% of portfolio

0.82%

Previous 0.94%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$73.38 - $84.1 $1.94 Million - $2.22 Million	-26,424 Reduced 5.64%	442,319 $36.7 Million
Q2 2024 Aug 14, 2024	SELL	$68.71 - $80.95 $491,826 - $579,440	-7,158 Reduced 1.5%	468,743 $37.6 Million
Q1 2024 May 09, 2024	BUY	$63.12 - $73.73 $5.42 Million - $6.34 Million	85,944 Added 22.04%	475,901 $34.8 Million
Q4 2023 Feb 08, 2024	BUY	$57.02 - $65.3 $5.48 Million - $6.28 Million	96,168 Added 32.73%	389,957 $25.4 Million
Q3 2023 Nov 07, 2023	BUY	$58.97 - $62.89 $1.89 Million - $2.02 Million	32,077 Added 12.26%	293,789 $17.4 Million
Q2 2023 Aug 10, 2023	BUY	$54.76 - $61.01 $109,355 - $121,836	1,997 Added 0.77%	261,712 $16 Million
Q1 2023 May 15, 2023	BUY	$49.61 - $55.36 $365,824 - $408,224	7,374 Added 2.92%	259,715 $14.4 Million
Q4 2022 Feb 13, 2023	BUY	$49.14 - $55.07 $596,903 - $668,935	12,147 Added 5.06%	252,341 $12.8 Million
Q3 2022 Nov 14, 2022	BUY	$50.1 - $61.86 $769,135 - $949,674	15,352 Added 6.83%	240,194 $12 Million
Q2 2022 Aug 16, 2022	BUY	$50.47 - $67.39 $349,958 - $467,282	6,934 Added 3.18%	224,842 $11.8 Million
Q1 2022 Feb 08, 2024	SELL	$59.17 - $73.03 $10.6 Million - $13.1 Million	-179,141 Reduced 45.94%	210,816 $0
Q4 2021 Feb 17, 2022	BUY	$63.39 - $73.48 $1.68 Million - $1.95 Million	26,576 Added 13.89%	217,908 $15.8 Million
Q3 2021 Dec 03, 2021	BUY	$63.23 - $68.45 $1.21 Million - $1.31 Million	19,158 Added 11.13%	191,332 $12.2 Million
Q2 2021 Aug 17, 2021	BUY	$57.17 - $63.06 $1.25 Million - $1.38 Million	21,841 Added 14.53%	172,174 $10.9 Million
Q1 2021 May 24, 2021	BUY	$53.23 - $58.3 $1.58 Million - $1.73 Million	29,709 Added 24.63%	150,333 $8.61 Million
Q4 2020 Feb 16, 2021	SELL	$48.59 - $55.29 $84,740 - $96,425	-1,744 Reduced 1.43%	120,624 $6.67 Million
Q3 2020 Nov 19, 2020	SELL	$45.36 - $54.05 $1.74 Million - $2.08 Million	-38,451 Reduced 23.91%	122,368 $6.13 Million
Q2 2020 Aug 14, 2020	BUY	$34.16 - $45.45 $1.82 Million - $2.42 Million	53,242 Added 49.49%	160,819 $7.22 Million
Q1 2020 May 11, 2020	BUY	$31.23 - $45.63 $165,050 - $241,154	5,285 Added 5.17%	107,577 $3.85 Million
Q4 2019 Jan 31, 2020	BUY	$37.77 - $42.13 $967,365 - $1.08 Million	25,612 Added 33.4%	102,292 $4.29 Million
Q4 2019 Jan 30, 2020	BUY	$37.77 - $42.13 $1.58 Million - $1.77 Million	41,895 Added 120.44%	76,680 $2.53 Million
Q3 2019 Jan 29, 2020	BUY	$38.67 - $39.55 $58,275 - $59,601	1,507 Added 4.53%	34,785 $1.35 Million
Q2 2019 Jan 29, 2020	SELL	N/A	-80,079 Reduced 70.64%	33,278 $1.29 Million
Q1 2019 Jan 29, 2020	BUY	N/A	1,327 Added 1.18%	113,357 $4.22 Million
Q4 2018 Jan 29, 2020	SELL	N/A	-12,127 Reduced 9.77%	112,030 $3.64 Million
Q3 2018 Jan 29, 2020	BUY	N/A	41,588 Added 50.37%	124,157 $4.75 Million
Q2 2018 Jan 29, 2020	BUY	N/A	893 Added 1.09%	82,569 $2.9 Million
Q1 2018 Jan 29, 2020	BUY	N/A	4,996 Added 6.52%	81,676 $2.74 Million
Q4 2017 Jan 29, 2020	BUY	N/A	62,103 Added 426.03%	76,680 $2.53 Million
Q3 2017 Jan 29, 2020	BUY	N/A	3,536 Added 32.03%	14,577 $1.81 Million
Q2 2017 Jan 29, 2020	BUY	N/A	4,129 Added 59.74%	11,041 $1.31 Million
Q1 2017 Jan 29, 2020	BUY	N/A	6,912	6,912 $786,000

Others Institutions Holding SPYG

# of Institutions

1,113

Shares Held

281M

Call Options Held

399K

Put Options Held

203K

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Kingsview Wealth Management, LLC Spdr Portfolio Transaction History