Orgel Wealth Management, LLC Spdr Portfolio Transaction History

Orgel Wealth Management, LLC

  • $3.69 Billion
  • Q4 2024

A detailed history of Orgel Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 3,309,979 shares of SPYG stock, worth $297 Million. This represents 7.88% of its overall portfolio holdings.

Number of Shares
3,309,979
Previous 2,765,768 19.68%
Holding current value
$297 Million
Previous $229 Million 26.83%
% of portfolio
7.88%
Previous 5.96%

Shares

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

Jan 15, 2025
BUY
$81.74 - $91.38 $44.5 Million - $49.7 Million
544,211 Added 19.68%
3,309,979 $291 Million
Q3 2024

Oct 17, 2024
BUY
$73.38 - $84.1 $901,620 - $1.03 Million
12,287 Added 0.45%
2,765,768 $229 Million
Q2 2024

Jul 22, 2024
SELL
$68.71 - $80.95 $4.89 Million - $5.76 Million
-71,190 Reduced 2.52%
2,753,481 $221 Million
Q1 2024

Apr 15, 2024
SELL
$63.12 - $73.73 $4.86 Million - $5.67 Million
-76,942 Reduced 2.65%
2,824,671 $207 Million
Q4 2023

Jan 11, 2024
SELL
$57.02 - $65.3 $5.21 Million - $5.96 Million
-91,326 Reduced 3.05%
2,901,613 $189 Million
Q3 2023

Oct 26, 2023
SELL
$58.97 - $62.89 $4.52 Million - $4.82 Million
-76,624 Reduced 2.5%
2,992,939 $177 Million
Q2 2023

Jul 10, 2023
BUY
$54.76 - $61.01 $54.2 Million - $60.4 Million
989,732 Added 47.59%
3,069,563 $187 Million
Q1 2023

Apr 06, 2023
BUY
$49.61 - $55.36 $5.66 Million - $6.32 Million
114,081 Added 5.8%
2,079,831 $115 Million
Q4 2022

Jan 17, 2023
BUY
$49.14 - $55.07 $59 Million - $66.2 Million
1,201,623 Added 157.25%
1,965,750 $0
Q3 2022

Oct 25, 2022
SELL
$50.1 - $61.86 $49.4 Million - $60.9 Million
-985,220 Reduced 56.32%
764,127 $38.3 Million
Q2 2022

Jul 13, 2022
BUY
$50.47 - $67.39 $88.3 Million - $118 Million
1,749,347 New
1,749,347 $91.5 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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