Win Advisors, Inc Spdr Portfolio Transaction History

Win Advisors, Inc

$201 Million
Q4 2024

A detailed history of Win Advisors, Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Win Advisors, Inc holds 21,752 shares of SPYG stock, worth $1.79 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

21,752

Holding current value

$1.79 Million

% of portfolio

0.95%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$81.74 - $91.38 $1.78 Million - $1.99 Million	21,752 New	21,752 $1.91 Million
Q2 2024 Aug 02, 2024	SELL	$68.71 - $80.95 $389,723 - $459,148	-5,672 Reduced 6.7%	79,001 $6.33 Million
Q1 2024 Apr 24, 2024	BUY	$63.12 - $73.73 $5.34 Million - $6.24 Million	84,673 New	84,673 $6.19 Million
Q1 2023 Apr 28, 2023	BUY	$49.61 - $55.36 $781,555 - $872,141	15,754 Added 322.3%	20,642 $1.14 Million
Q4 2022 Feb 14, 2023	SELL	$49.14 - $55.07 $123,537 - $138,445	-2,514 Reduced 33.96%	4,888 $247,000
Q3 2022 Oct 27, 2022	SELL	$50.1 - $61.86 $102,204 - $126,194	-2,040 Reduced 21.61%	7,402 $371,000
Q2 2022 Jul 18, 2022	SELL	$50.47 - $67.39 $9.62 Million - $12.8 Million	-190,569 Reduced 95.28%	9,442 $497,000
Q1 2022 May 13, 2022	BUY	$59.17 - $73.03 $7.14 Million - $8.81 Million	120,633 Added 151.97%	200,011 $13.2 Million
Q4 2021 Feb 14, 2022	BUY	$63.39 - $73.48 $5.03 Million - $5.83 Million	79,378 New	79,378 $5.75 Million

Others Institutions Holding SPYG

# of Institutions

1,225

Shares Held

323M

Call Options Held

1.22M

Put Options Held

95.9K

Lpl Financial LLC Fort Mill, SC

34M
Shares

$2.8 Billion
1.26% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.1M
Shares

$1.65 Billion
3.73% of portfolio
Envestnet Asset Management Inc

16.8M
Shares

$1.38 Billion
0.49% of portfolio
Allworth Financial LP

12.2M
Shares

$1.01 Billion
6.21% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.15M
Shares

$670 Million
0.19% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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