Trademark Financial Management, LLC Spdr S&P 500 ETF Trust Transaction History

Trademark Financial Management, LLC

  • $126 Billion
  • Q3 2024

A detailed history of Trademark Financial Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Trademark Financial Management, LLC holds 1,172 shares of SPY stock, worth $697,351. This represents 0.53% of its overall portfolio holdings.

Number of Shares
1,172
Previous 1,140 2.81%
Holding current value
$697,351
Previous $620 Million 8.35%
% of portfolio
0.53%
Previous 0.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$517.38 - $573.86 $16,556 - $18,363
32 Added 2.81%
1,172 $672 Million
Q2 2024

Jul 30, 2024
BUY
$495.16 - $548.49 $2,475 - $2,742
5 Added 0.44%
1,140 $620 Million
Q1 2024

May 07, 2024
BUY
$467.28 - $523.17 $19,625 - $21,973
42 Added 3.84%
1,135 $594 Million
Q4 2023

Feb 13, 2024
BUY
$410.68 - $476.69 $448,873 - $521,022
1,093 New
1,093 $519 Million

Others Institutions Holding SPY

# of Institutions
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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