Sfg Wealth Management, Llc. Spdr Portfolio Transaction History

Sfg Wealth Management, Llc.

$183 Million
Q4 2024

A detailed history of Sfg Wealth Management, Llc. transactions in Spdr Portfolio stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 10,476 shares of SPYG stock, worth $952,896. This represents 0.5% of its overall portfolio holdings.

Number of Shares

10,476

Previous 10,410 0.63%

Holding current value

$952,896

Previous $863,000 6.6%

% of portfolio

0.5%

Previous 0.48%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$81.74 - $91.38 $5,394 - $6,031	66 Added 0.63%	10,476 $920,000
Q3 2024 Oct 31, 2024	SELL	$73.38 - $84.1 $25,389 - $29,098	-346 Reduced 3.22%	10,410 $863,000
Q2 2024 Jul 19, 2024	SELL	$68.71 - $80.95 $4,672 - $5,504	-68 Reduced 0.63%	10,756 $861,000
Q1 2024 Apr 26, 2024	SELL	$63.12 - $73.73 $43,237 - $50,505	-685 Reduced 5.95%	10,824 $791,000
Q4 2023 Jan 19, 2024	SELL	$57.02 - $65.3 $24,632 - $28,209	-432 Reduced 3.62%	11,509 $748,000
Q3 2023 Oct 19, 2023	BUY	$58.97 - $62.89 $33,671 - $35,910	571 Added 5.02%	11,941 $707,000
Q2 2023 Jul 14, 2023	BUY	$54.76 - $61.01 $61,166 - $68,148	1,117 Added 10.89%	11,370 $693,000
Q1 2023 Apr 11, 2023	BUY	$49.61 - $55.36 $29,815 - $33,271	601 Added 6.23%	10,253 $567,000
Q4 2022 Jan 31, 2023	BUY	$49.14 - $55.07 $1,769 - $1,982	36 Added 0.37%	9,652 $489,000
Q3 2022 Oct 12, 2022	BUY	$50.1 - $61.86 $61,071 - $75,407	1,219 Added 14.52%	9,616 $482,000
Q2 2022 Jul 13, 2022	BUY	$50.47 - $67.39 $423,796 - $565,873	8,397 New	8,397 $439,000
Q1 2022 Apr 22, 2022	SELL	$59.17 - $73.03 $1.57 Million - $1.94 Million	-26,577 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$63.39 - $73.48 $1.68 Million - $1.95 Million	26,577 New	26,577 $1.93 Million

Others Institutions Holding SPYG

# of Institutions

1,183

Shares Held

298M

Call Options Held

856K

Put Options Held

207K

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 Sfg Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Sfg Wealth Management, Llc. with notifications on news.

Account

Sfg Wealth Management, Llc. Spdr Portfolio Transaction History