Wells Financial Advisors Inc Spdr Portfolio Transaction History

Wells Financial Advisors Inc

$72.4 Million
Q4 2024

A detailed history of Wells Financial Advisors Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Wells Financial Advisors Inc holds 33,035 shares of SPYG stock, worth $2.53 Million. This represents 4.01% of its overall portfolio holdings.

Number of Shares

33,035

Previous 39,669 16.72%

Holding current value

$2.53 Million

Previous $3.29 Million 11.76%

% of portfolio

4.01%

Previous 4.5%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$81.74 - $91.38 $542,263 - $606,214	-6,634 Reduced 16.72%	33,035 $2.9 Million
Q3 2024 Nov 13, 2024	SELL	$73.38 - $84.1 $11.5 Million - $13.2 Million	-157,272 Reduced 79.86%	39,669 $3.29 Million
Q2 2024 Aug 09, 2024	SELL	$68.71 - $80.95 $401,541 - $473,071	-5,844 Reduced 2.88%	196,941 $15.8 Million
Q1 2024 May 13, 2024	BUY	$63.12 - $73.73 $75,680 - $88,402	1,199 Added 0.59%	202,785 $14.8 Million
Q4 2023 Feb 12, 2024	SELL	$57.02 - $65.3 $58,388 - $66,867	-1,024 Reduced 0.51%	201,586 $13.1 Million
Q3 2023 Oct 10, 2023	BUY	$58.97 - $62.89 $154,678 - $164,960	2,623 Added 1.31%	202,610 $12 Million
Q2 2023 Aug 07, 2023	BUY	$54.76 - $61.01 $603,948 - $672,879	11,029 Added 5.84%	199,987 $12.2 Million
Q1 2023 May 03, 2023	SELL	$49.61 - $55.36 $31,601 - $35,264	-637 Reduced 0.34%	188,958 $10.5 Million
Q4 2022 Feb 03, 2023	BUY	$49.14 - $55.07 $2.97 Million - $3.32 Million	60,347 Added 46.69%	189,595 $9.61 Million
Q3 2022 Nov 09, 2022	BUY	$50.1 - $61.86 $112,524 - $138,937	2,246 Added 1.77%	129,248 $6.48 Million
Q2 2022 Aug 10, 2022	BUY	$50.47 - $67.39 $2.69 Million - $3.59 Million	53,252 Added 72.21%	127,002 $6.64 Million
Q1 2022 Apr 25, 2022	BUY	$59.17 - $73.03 $151,120 - $186,518	2,554 Added 3.59%	73,750 $4.88 Million
Q4 2021 Feb 11, 2022	SELL	$63.39 - $73.48 $1.36 Million - $1.57 Million	-21,381 Reduced 23.1%	71,196 $5.16 Million
Q3 2021 Nov 10, 2021	BUY	$63.23 - $68.45 $156,431 - $169,345	2,474 Added 2.75%	92,577 $5.93 Million
Q2 2021 Aug 02, 2021	BUY	$57.17 - $63.06 $98,503 - $108,652	1,723 Added 1.95%	90,103 $5.67 Million
Q1 2021 May 12, 2021	SELL	$53.23 - $58.3 $7.35 Million - $8.05 Million	-138,109 Reduced 60.98%	88,380 $4.99 Million
Q4 2020 Feb 11, 2021	BUY	$48.59 - $55.29 $11 Million - $12.5 Million	226,489 New	226,489 $12.5 Million

Others Institutions Holding SPYG

# of Institutions

1,218

Shares Held

323M

Call Options Held

1.22M

Put Options Held

95.9K

View Full List

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Wells Financial Advisors Inc Spdr Portfolio Transaction History