A detailed history of Montag A & Associates Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Montag A & Associates Inc holds 57 shares of SPYG stock, worth $5,193. This represents 0.0% of its overall portfolio holdings.

Number of Shares
57
Previous 1,634 96.51%
Holding current value
$5,193
Previous $130,000 96.92%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 05, 2024

SELL
$73.38 - $84.1 $115,720 - $132,625
-1,577 Reduced 96.51%
57 $4,000
Q2 2024

Jul 31, 2024

BUY
$68.71 - $80.95 $108,355 - $127,658
1,577 Added 2766.67%
1,634 $130,000
Q2 2023

Aug 09, 2023

BUY
$54.76 - $61.01 $54 - $61
1 Added 1.79%
57 $3,000
Q1 2023

May 11, 2023

SELL
$49.61 - $55.36 $843 - $941
-17 Reduced 23.29%
56 $3,000
Q3 2022

Nov 09, 2022

BUY
$50.1 - $61.86 $2,805 - $3,464
56 Added 329.41%
73 $4,000
Q1 2021

May 14, 2021

BUY
$53.23 - $58.3 $904 - $991
17 New
17 $1,000

Others Institutions Holding SPYG

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