A detailed history of Trinity Point Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 9,126 shares of SPYG stock, worth $831,561. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,126
Previous 8,654 5.45%
Holding current value
$831,561
Previous $693,000 9.09%
% of portfolio
0.11%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$73.38 - $84.1 $34,635 - $39,695
472 Added 5.45%
9,126 $756,000
Q2 2024

Jul 30, 2024

BUY
$68.71 - $80.95 $25,353 - $29,870
369 Added 4.45%
8,654 $693,000
Q1 2024

May 08, 2024

BUY
$63.12 - $73.73 $57,817 - $67,536
916 Added 12.43%
8,285 $606,000
Q4 2023

Feb 08, 2024

BUY
$57.02 - $65.3 $23,093 - $26,446
405 Added 5.82%
7,369 $479,000
Q3 2023

Nov 08, 2023

BUY
$58.97 - $62.89 $179,150 - $191,059
3,038 Added 77.38%
6,964 $412,000
Q2 2023

Aug 07, 2023

BUY
$54.76 - $61.01 $4,435 - $4,941
81 Added 2.11%
3,926 $239,000
Q1 2023

May 04, 2023

BUY
$49.61 - $55.36 $190,750 - $212,859
3,845 New
3,845 $212,000

Others Institutions Holding SPYG

About SPDR PORTFOLIO


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

Track Trinity Point Wealth, LLC Portfolio

Follow Trinity Point Wealth, 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 Trinity Point Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Point Wealth, LLC with notifications on news.