Transform Wealth, LLC Spdr Portfolio Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

A detailed history of Transform Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Transform Wealth, LLC holds 72,414 shares of SPYG stock, worth $6.69 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

72,414

Previous 71,837 0.8%

Holding current value

$6.69 Million

Previous $5.96 Million 6.83%

% of portfolio

0.36%

Previous 0.41%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$81.74 - $91.38 $47,163 - $52,726	577 Added 0.8%	72,414 $6.37 Million
Q3 2024 Oct 15, 2024	BUY	$73.38 - $84.1 $154,391 - $176,946	2,104 Added 3.02%	71,837 $5.96 Million
Q2 2024 Jul 15, 2024	SELL	$68.71 - $80.95 $123,609 - $145,629	-1,799 Reduced 2.51%	69,733 $5.59 Million
Q1 2024 Apr 15, 2024	SELL	$63.12 - $73.73 $135,076 - $157,782	-2,140 Reduced 2.9%	71,532 $5.23 Million
Q4 2023 Jan 18, 2024	SELL	$57.02 - $65.3 $119,913 - $137,325	-2,103 Reduced 2.78%	73,672 $4.79 Million
Q3 2023 Oct 10, 2023	SELL	$58.97 - $62.89 $291,488 - $310,865	-4,943 Reduced 6.12%	75,775 $4.49 Million
Q2 2023 Jul 13, 2023	SELL	$54.76 - $61.01 $353,092 - $393,392	-6,448 Reduced 7.4%	80,718 $4.92 Million
Q1 2023 Apr 14, 2023	SELL	$49.61 - $55.36 $129,283 - $144,268	-2,606 Reduced 2.9%	87,166 $4.83 Million
Q4 2022 Jan 12, 2023	SELL	$49.14 - $55.07 $75,823 - $84,973	-1,543 Reduced 1.69%	89,772 $0
Q3 2022 Oct 21, 2022	SELL	$50.1 - $61.86 $665,728 - $821,995	-13,288 Reduced 12.7%	91,315 $4.58 Million
Q2 2022 Jul 15, 2022	SELL	$50.47 - $67.39 $683,969 - $913,269	-13,552 Reduced 11.47%	104,603 $5.47 Million
Q1 2022 Apr 25, 2022	SELL	$59.17 - $73.03 $710,158 - $876,506	-12,002 Reduced 9.22%	118,155 $7.82 Million
Q4 2021 Jan 26, 2022	SELL	$63.39 - $73.48 $376,409 - $436,324	-5,938 Reduced 4.36%	130,157 $9.43 Million
Q3 2021 Oct 15, 2021	SELL	$63.23 - $68.45 $177,802 - $192,481	-2,812 Reduced 2.02%	136,095 $8.71 Million
Q2 2021 Jul 20, 2021	BUY	$57.17 - $63.06 $1.1 Million - $1.21 Million	19,224 Added 16.06%	138,907 $8.75 Million
Q1 2021 Apr 22, 2021	SELL	$53.23 - $58.3 $1.04 Million - $1.14 Million	-19,610 Reduced 14.08%	119,683 $6.75 Million
Q4 2020 Jan 20, 2021	SELL	$48.59 - $55.29 $3.55 Million - $4.04 Million	-73,011 Reduced 34.39%	139,293 $7.7 Million
Q3 2020 Oct 21, 2020	SELL	$45.36 - $54.05 $4.01 Million - $4.78 Million	-88,409 Reduced 29.4%	212,304 $10.6 Million
Q2 2020 Jul 22, 2020	SELL	$34.16 - $45.45 $544,852 - $724,927	-15,950 Reduced 5.04%	300,713 $13.5 Million
Q1 2020 Apr 30, 2020	BUY	$31.23 - $45.63 $3.2 Million - $4.67 Million	102,361 Added 47.76%	316,663 $11.3 Million
Q4 2019 Jan 24, 2020	BUY	$37.77 - $42.13 $2.06 Million - $2.3 Million	54,630 Added 34.21%	214,302 $8.98 Million
Q3 2019 Oct 24, 2019	SELL	$38.67 - $39.55 $3.48 Million - $3.56 Million	-90,000 Reduced 36.05%	159,672 $6.21 Million
Q2 2019 Jul 30, 2019	BUY	N/A	189,173 Added 312.69%	249,672 $9.67 Million
Q1 2019 Apr 12, 2019	SELL	N/A	-500 Reduced 0.82%	60,499 $2.25 Million
Q4 2018 Jan 30, 2019	BUY	N/A	2,146 Added 3.65%	60,999 $1.98 Million
Q3 2018 Oct 25, 2018	BUY	N/A	3,576 Added 6.47%	58,853 $2.25 Million
Q2 2018 Aug 03, 2018	BUY	N/A	2,800 Added 5.34%	55,277 $1.94 Million
Q1 2018 May 03, 2018	SELL	N/A	-1,796 Reduced 3.31%	52,477 $1.76 Million
Q4 2017 Feb 08, 2018	BUY	N/A	40,412 Added 291.55%	54,273 $1.79 Million
Q3 2017 Oct 19, 2017	BUY	N/A	13,861	13,861 $1.72 Million

Others Institutions Holding SPYG

# of Institutions

1,112

Shares Held

281M

Call Options Held

399K

Put Options Held

203K

View Full List

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Transform Wealth, LLC Spdr Portfolio Transaction History