Venturi Wealth Management, LLC Spdr Portfolio Transaction History

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024

A detailed history of Venturi Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 7,127 shares of SPYG stock, worth $642,855. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,127
Previous 6,988 1.99%
Holding current value
$642,855
Previous $579,000 8.12%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$81.74 - $91.38 $11,361 - $12,701
139 Added 1.99%
7,127 $626,000
Q3 2024

Nov 04, 2024
SELL
$73.38 - $84.1 $40,432 - $46,339
-551 Reduced 7.31%
6,988 $579,000
Q1 2024

Apr 23, 2024
BUY
$63.12 - $73.73 $12,876 - $15,040
204 Added 2.78%
7,539 $551,000
Q3 2023

Nov 02, 2023
BUY
$58.97 - $62.89 $432,544 - $461,298
7,335 New
7,335 $434,000
Q1 2022

May 13, 2022
SELL
$59.17 - $73.03 $650,870 - $803,330
-11,000 Closed
0 $0
Q4 2021

Feb 08, 2022
BUY
$63.39 - $73.48 $697,290 - $808,280
11,000 New
11,000 $0

Others Institutions Holding SPYG

# of Institutions
1,128
Shares Held
283M
Call Options Held
416K
Put Options Held
207K
View Full List

About SPDR PORTFOLIO

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