Orgel Wealth Management, LLC Spdr Portfolio Transaction History

Orgel Wealth Management, LLC

$4.24 Billion
Q4 2025

A detailed history of Orgel Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 3,690,972 shares of SPYG stock, worth $387 Million. This represents 9.12% of its overall portfolio holdings.

Number of Shares

3,690,972

Previous 3,828,393 3.59%

Holding current value

$387 Million

Previous $400 Million 3.31%

% of portfolio

9.12%

Previous 9.64%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	$102.4 - $109.39 $14.1 Million - $15 Million	-137,421 Reduced 3.59%	3,690,972 $387 Million
Q3 2025 Oct 06, 2025	SELL	$94.33 - $105.31 $6.35 Million - $7.09 Million	-67,359 Reduced 1.73%	3,828,393 $400 Million
Q2 2025 Jul 10, 2025	BUY	$71.83 - $95.32 $14.6 Million - $19.3 Million	202,804 Added 5.49%	3,895,752 $371 Million
Q1 2025 Apr 15, 2025	BUY	$80.05 - $92.39 $30.7 Million - $35.4 Million	382,969 Added 11.57%	3,692,948 $296 Million
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

1,390

Shares Held

337M

Call Options Held

247K

Put Options Held

165K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Orgel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orgel Wealth Management, LLC with notifications on news.

Account

Orgel Wealth Management, LLC Spdr Portfolio Transaction History