Sanchez Wealth Management Group Spdr Portfolio Transaction History

Sanchez Wealth Management Group

$309 Million
Q3 2024

A detailed history of Sanchez Wealth Management Group transactions in Spdr Portfolio stock. As of the latest transaction made, Sanchez Wealth Management Group holds 91,281 shares of SPYG stock, worth $8.32 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares

91,281

Previous 74,176 23.06%

Holding current value

$8.32 Million

Previous $5.94 Million 27.38%

% of portfolio

2.45%

Previous 2.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$73.38 - $84.1 $1.26 Million - $1.44 Million	17,105 Added 23.06%	91,281 $7.57 Million
Q2 2024 Jul 17, 2024	BUY	$68.71 - $80.95 $611,999 - $721,021	8,907 Added 13.65%	74,176 $5.94 Million
Q1 2024 May 07, 2024	BUY	$63.12 - $73.73 $443,418 - $517,953	7,025 Added 12.06%	65,269 $4.77 Million
Q4 2023 Jan 16, 2024	BUY	$57.02 - $65.3 $89,977 - $103,043	1,578 Added 2.78%	58,244 $3.79 Million
Q3 2023 Oct 27, 2023	BUY	$58.97 - $62.89 $489,922 - $522,490	8,308 Added 17.18%	56,666 $3.36 Million
Q2 2023 Aug 01, 2023	BUY	$54.76 - $61.01 $202,721 - $225,859	3,702 Added 8.29%	48,358 $2.95 Million
Q1 2023 May 04, 2023	BUY	$49.61 - $55.36 $61,317 - $68,424	1,236 Added 2.85%	44,656 $2.47 Million
Q4 2022 Feb 08, 2023	BUY	$49.14 - $55.07 $92,481 - $103,641	1,882 Added 4.53%	43,420 $2.2 Million
Q3 2022 Oct 13, 2022	BUY	$50.1 - $61.86 $620,889 - $766,630	12,393 Added 42.52%	41,538 $2.08 Million
Q2 2022 Jul 13, 2022	BUY	$50.47 - $67.39 $191,584 - $255,812	3,796 Added 14.97%	29,145 $1.52 Million
Q1 2022 Apr 19, 2022	BUY	$59.17 - $73.03 $340,819 - $420,652	5,760 Added 29.4%	25,349 $1.68 Million
Q4 2021 Feb 14, 2022	BUY	$63.39 - $73.48 $349,786 - $405,462	5,518 Added 39.22%	19,589 $1.42 Million
Q3 2021 Oct 19, 2021	SELL	$63.23 - $68.45 $7,144 - $7,734	-113 Reduced 0.8%	14,071 $901,000
Q2 2021 Aug 09, 2021	SELL	$57.17 - $63.06 $92,215 - $101,715	-1,613 Reduced 10.21%	14,184 $893,000
Q1 2021 Apr 29, 2021	BUY	$53.23 - $58.3 $5,110 - $5,596	96 Added 0.61%	15,797 $891,000
Q4 2020 Feb 01, 2021	BUY	$48.59 - $55.29 $762,911 - $868,108	15,701 New	15,701 $868,000

Others Institutions Holding SPYG

# of Institutions

1,097

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Sanchez Wealth Management Group Spdr Portfolio Transaction History