Mbm Wealth Consultants, LLC Spdr Portfolio Transaction History

Mbm Wealth Consultants, LLC

$322 Million
Q4 2024

A detailed history of Mbm Wealth Consultants, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 35,839 shares of SPYG stock, worth $2.87 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

35,839

Previous 34,847 2.85%

Holding current value

$2.87 Million

Previous $2.89 Million 9.0%

% of portfolio

0.98%

Previous 0.94%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$81.74 - $91.38 $81,086 - $90,648	992 Added 2.85%	35,839 $3.15 Million
Q3 2024 Oct 07, 2024	SELL	$73.38 - $84.1 $63,033 - $72,241	-859 Reduced 2.41%	34,847 $2.89 Million
Q2 2024 Jul 30, 2024	BUY	$68.71 - $80.95 $163,942 - $193,146	2,386 Added 7.16%	35,706 $2.86 Million
Q1 2024 Apr 18, 2024	BUY	$63.12 - $73.73 $57,376 - $67,020	909 Added 2.8%	33,320 $2.44 Million
Q4 2023 Jan 30, 2024	BUY	$57.02 - $65.3 $86,271 - $98,798	1,513 Added 4.9%	32,411 $2.11 Million
Q3 2023 Oct 19, 2023	BUY	$58.97 - $62.89 $117,998 - $125,842	2,001 Added 6.92%	30,898 $1.83 Million
Q2 2023 Jul 24, 2023	BUY	$54.76 - $61.01 $481,778 - $536,765	8,798 Added 43.77%	28,897 $1.76 Million
Q4 2022 Feb 15, 2023	BUY	$49.14 - $55.07 $131,154 - $146,981	2,669 Added 15.31%	20,099 $1.01 Million
Q3 2022 Oct 24, 2022	BUY	$50.1 - $61.86 $18,687 - $23,073	373 Added 2.19%	17,430 $894,000
Q2 2022 Aug 15, 2022	BUY	$50.47 - $67.39 $36,540 - $48,790	724 Added 4.43%	17,057 $892,000
Q1 2022 May 16, 2022	BUY	$59.17 - $73.03 $525,843 - $649,017	8,887 Added 119.35%	16,333 $1.08 Million
Q4 2021 Feb 15, 2022	SELL	$63.39 - $73.48 $316 - $367	-5 Reduced 0.07%	7,446 $540,000
Q3 2021 Nov 16, 2021	BUY	$63.23 - $68.45 $18,020 - $19,508	285 Added 3.98%	7,451 $477,000
Q2 2021 Aug 13, 2021	SELL	$57.17 - $63.06 $4,859 - $5,360	-85 Reduced 1.17%	7,166 $452,000
Q1 2021 May 10, 2021	BUY	$53.23 - $58.3 $4,418 - $4,838	83 Added 1.16%	7,251 $408,000
Q4 2020 Feb 09, 2021	BUY	$48.59 - $55.29 $4,713 - $5,363	97 Added 1.37%	7,168 $397,000
Q3 2020 Nov 12, 2020	SELL	$45.36 - $54.05 $907 - $1,081	-20 Reduced 0.28%	7,071 $354,000
Q2 2020 Aug 07, 2020	BUY	$34.16 - $45.45 $242,228 - $322,285	7,091 New	7,091 $319,000

Others Institutions Holding SPYG

# of Institutions

1,228

Shares Held

323M

Call Options Held

1.22M

Put Options Held

95.9K

View Full List

About SPDR PORTFOLIO

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Mbm Wealth Consultants, LLC Spdr Portfolio Transaction History