A detailed history of Strategic Wealth Advisors Group, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 140,766 shares of SPGM stock, worth $9.09 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
140,766
Previous 222,644 36.78%
Holding current value
$9.09 Million
Previous $10.4 Million 42.24%
% of portfolio
0.26%
Previous 0.44%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

SELL
$42.78 - $50.95 $3.5 Million - $4.17 Million
-81,878 Reduced 36.78%
140,766 $6.02 Million
Q2 2022

Aug 12, 2022

SELL
$44.97 - $55.51 $49,601 - $61,227
-1,103 Reduced 0.49%
222,644 $10.4 Million
Q1 2022

May 10, 2022

BUY
$50.64 - $58.29 $734,735 - $845,729
14,509 Added 6.93%
223,747 $12.3 Million
Q4 2021

Feb 16, 2022

BUY
$54.48 - $58.88 $1.65 Million - $1.78 Million
30,218 Added 16.88%
209,238 $12.2 Million
Q3 2021

Nov 17, 2021

BUY
$54.18 - $57.66 $100,124 - $106,555
1,848 Added 1.04%
179,020 $9.8 Million
Q2 2021

Aug 10, 2021

BUY
$52.95 - $55.77 $315,846 - $332,668
5,965 Added 3.48%
177,172 $9.84 Million
Q1 2021

May 07, 2021

BUY
$48.86 - $52.85 $8.37 Million - $9.05 Million
171,207 New
171,207 $8.96 Million

Others Institutions Holding SPGM

About SPDR INDEX SHS FDS S SPDR PORT


  • Ticker SPGM
  • Sector ETFs
  • Industry ETFs
More about SPGM
Track This Portfolio

Track Strategic Wealth Advisors Group, LLC Portfolio

Follow Strategic Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.