Wellspring Financial Advisors, LLC Spdr Portfolio Transaction History

Wellspring Financial Advisors, LLC

$957 Billion
Q4 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 256,699 shares of SPYG stock, worth $22 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

256,699

Previous 245,254 4.67%

Holding current value

$22 Million

Previous $8.53 Billion 5.8%

% of portfolio

0.94%

Previous 1.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$81.74 - $91.38 $935,514 - $1.05 Million	11,445 Added 4.67%	256,699 $9.02 Billion
Q3 2024 Nov 13, 2024	BUY	$73.38 - $84.1 $10.3 Million - $11.9 Million	140,911 Added 135.05%	245,254 $8.53 Billion
Q2 2024 Aug 12, 2024	SELL	$68.71 - $80.95 $404,427 - $476,471	-5,886 Reduced 5.34%	104,343 $8.36 Billion
Q1 2024 May 01, 2024	SELL	$63.12 - $73.73 $116,014 - $135,515	-1,838 Reduced 1.64%	110,229 $8.06 Billion
Q4 2023 Feb 13, 2024	SELL	$57.02 - $65.3 $393,209 - $450,308	-6,896 Reduced 5.8%	112,067 $7.29 Billion
Q3 2023 Nov 14, 2023	BUY	$58.97 - $62.89 $44,345 - $47,293	752 Added 0.64%	118,963 $7.05 Billion
Q2 2023 Aug 11, 2023	BUY	$54.76 - $61.01 $130,000 - $144,837	2,374 Added 2.05%	118,211 $7.21 Billion
Q1 2023 May 12, 2023	BUY	$49.61 - $55.36 $3.57 Million - $3.98 Million	71,964 Added 164.03%	115,837 $6.41 Billion
Q4 2022 Feb 13, 2023	BUY	$49.14 - $55.07 $2.16 Million - $2.42 Million	43,873 New	43,873 $2.22 Million

Others Institutions Holding SPYG

# of Institutions

1,220

Shares Held

323M

Call Options Held

1.22M

Put Options Held

95.9K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Wellspring Financial Advisors, LLC Spdr Portfolio Transaction History