B. RILEY WEALTH ADVISORS, INC. – SPDR S&P 500 ETF Trust Transaction History
B. RILEY WEALTH ADVISORS, INC. portfolio value:
$30.16M
portfolio value
B. RILEY WEALTH ADVISORS, INC. quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +61.51% | 32.15K shares | 10.43M | $357.18 | 84.44K |
Q2 2022 | share | Decrease | -5.83% | -3.23K shares | -5.35M | $377.25 | 52.28K |
Q1 2022 | share | Increase | +11.49% | 5.72K shares | 1.42M | $451.64 | 55.52K |
Q4 2021 | share | Increase | +1.76% | 863 shares | 2.65M | $476.16 | 49.80K |
Q3 2021 | share | Increase | +5.93% | 2.73K shares | 1.42M | $429.14 | 48.93K |
Q2 2021 | share | Increase | +0.07% | 31 shares | 1.42M | $426.68 | 46.2K |
Q1 2021 | share | Increase | +22.71% | 8.54K shares | 4.07M | $393.75 | 46.16K |
Q4 2020 | share | Decrease | -7.06% | -2.85K shares | 991K | $370.23 | 37.62K |
Q3 2020 | share | Increase | +7.67% | 2.88K shares | 1.71M | $330.21 | 40.48K |
Q2 2020 | share | Decrease | -36.96% | -22.04K shares | -4.01M | $302.82 | 37.6K |
Q1 2020 | share | Increase | +169.43% | 37.51K shares | 8.25M | $252 | 59.64K |
Q4 2019 | share | Increase | +1.87% | 407 shares | 674K | $312.76 | 22.13K |
Q3 2019 | share | Decrease | -6.00% | -1.38K shares | -321K | $286.98 | 21.73K |
Q2 2019 | share | Decrease | -1.83% | -432 shares | 127K | $282.02 | 23.11K |
Q1 2019 | share | Increase | +10.10% | 2.16K shares | 1.29M | $270.58 | 23.55K |
Q4 2018 | share | Increase | +22.08% | 3.86K shares | 251K | $238.35 | 21.38K |
Q3 2018 | share | Increase | +1.43% | 247 shares | 408K | $275.61 | 17.52K |
Q2 2018 | share | Increase | +9.39% | 1.48K shares | 529K | $256.02 | 17.27K |
Q1 2018 | share | Decrease | -10.11% | -1.77K shares | -534K | $247.24 | 15.79K |
Q4 2017 | share | Decrease | -26.05% | -6.18K shares | -1.27M | $249.73 | 17.56K |
Q3 2017 | share | Increase | +58.49% | 8.76K shares | 2.34M | $233.91 | 23.75K |
Q2 2017 | share | Decrease | -6.77% | -1.08K shares | -166K | $224.02 | 14.98K |
Q1 2017 | share | Decrease | -2.43% | -401 shares | 108K | $217.35 | 16.07K |
Q4 2016 | share | Decrease | -12.65% | -2.38K shares | -114K | $205.2 | 16.47K |
Q3 2016 | share | Increase | +31.42% | 4.51K shares | 1.14M | $197.4 | 18.86K |
Q2 2016 | share | Decrease | -32.34% | -6.86K shares | -1.34M | $190.21 | 14.35K |
Q1 2016 | share | Increase | +11.24% | 2.14K shares | 105K | $185.64 | 21.21K |