Soltis Investment Advisors LLC Spdr Portfolio Transaction History

Soltis Investment Advisors LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Soltis Investment Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 7,165 shares of SPYG stock, worth $750,963. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,165
Previous 6,802 5.34%
Holding current value
$750,963
Previous $648,000 15.43%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2025
BUY
$94.33 - $105.31 $34,241 - $38,227
363 Added 5.34%
7,165 $748,000
Q2 2025

Aug 06, 2025
SELL
$71.83 - $95.32 $73,051 - $96,940
-1,017 Reduced 13.01%
6,802 $648,000
Q1 2025

May 13, 2025
SELL
$80.05 - $92.39 $3.99 Million - $4.6 Million
-49,838 Reduced 86.44%
7,819 $628,000
Q4 2024

Jan 29, 2025
SELL
$81.74 - $91.38 $1.76 Million - $1.97 Million
-21,561 Reduced 27.22%
57,657 $5.07 Million
Q3 2024

Nov 18, 2024
BUY
$73.38 - $84.1 $163,857 - $187,795
2,233 Added 2.9%
79,218 $6.57 Million
Q2 2024

Aug 12, 2024
BUY
$68.71 - $80.95 $3.11 Million - $3.66 Million
45,260 Added 142.66%
76,985 $6.17 Million
Q1 2024

Apr 29, 2024
BUY
$63.12 - $73.73 $35,536 - $41,509
563 Added 1.81%
31,725 $2.32 Million
Q4 2023

Jan 26, 2024
BUY
$57.02 - $65.3 $21,439 - $24,552
376 Added 1.22%
31,162 $2.03 Million
Q3 2023

Nov 08, 2023
SELL
$58.97 - $62.89 $12,560 - $13,395
-213 Reduced 0.69%
30,786 $1.82 Million
Q2 2023

Aug 08, 2023
SELL
$54.76 - $61.01 $201,735 - $224,760
-3,684 Reduced 10.62%
30,999 $1.89 Million
Q1 2023

May 03, 2023
SELL
$49.61 - $55.36 $563,768 - $629,111
-11,364 Reduced 24.68%
34,683 $1.92 Million
Q4 2022

Feb 09, 2023
BUY
$49.14 - $55.07 $2.26 Million - $2.54 Million
46,047 New
46,047 $2.33 Million

Others Institutions Holding SPYG

# of Institutions
1,396
Shares Held
338M
Call Options Held
247K
Put Options Held
165K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
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