Shepherd Financial Partners LLC Spdr Portfolio Transaction History

Shepherd Financial Partners LLC

  • $976 Million
  • Q3 2025

A detailed history of Shepherd Financial Partners LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 373,074 shares of SPYG stock, worth $39.1 Million. This represents 3.99% of its overall portfolio holdings.

Number of Shares
373,074
Previous 385,186 3.14%
Holding current value
$39.1 Million
Previous $36.7 Million 6.19%
% of portfolio
3.99%
Previous 4.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$94.33 - $105.31 $1.14 Million - $1.28 Million
-12,112 Reduced 3.14%
373,074 $39 Million
Q2 2025

Aug 13, 2025
SELL
$71.83 - $95.32 $1.06 Million - $1.41 Million
-14,781 Reduced 3.7%
385,186 $36.7 Million
Q1 2025

Apr 18, 2025
BUY
$80.05 - $92.39 $29 Million - $33.5 Million
362,826 Added 976.89%
399,967 $32 Million
Q4 2024

Jan 28, 2025
BUY
$81.74 - $91.38 $21,252 - $23,758
260 Added 0.7%
37,141 $3.26 Million
Q3 2024

Oct 28, 2024
BUY
$73.38 - $84.1 $78,589 - $90,071
1,071 Added 2.99%
36,881 $3.06 Million
Q1 2024

Apr 22, 2024
BUY
$63.12 - $73.73 $275,834 - $322,200
4,370 Added 13.9%
35,810 $2.62 Million
Q4 2023

Feb 12, 2024
BUY
$57.02 - $65.3 $964,550 - $1.1 Million
16,916 Added 116.47%
31,440 $2.05 Million
Q2 2023

Aug 11, 2023
BUY
$54.76 - $61.01 $795,334 - $886,109
14,524 New
14,524 $886,000
Q3 2022

Nov 09, 2022
BUY
$50.1 - $61.86 $1.68 Million - $2.07 Million
33,485 New
33,485 $1.68 Million
Q1 2019

Apr 29, 2019
SELL
N/A
-10,145 Closed
0 $0
Q4 2018

Feb 07, 2019
SELL
N/A
-1,632 Reduced 13.86%
10,145 $330,000
Q2 2018

Aug 02, 2018
BUY
N/A
11,777 New
11,777 $416,000

Others Institutions Holding SPYG

# of Institutions
1,388
Shares Held
337M
Call Options Held
247K
Put Options Held
165K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
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