Vestia Personal Wealth Advisors Spdr S&P 500 ETF Trust Transaction History

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 2024

A detailed history of Vestia Personal Wealth Advisors transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 1,664 shares of SPY stock, worth $988,715. This represents 0.8% of its overall portfolio holdings.

Number of Shares
1,664
Previous 1,602 3.87%
Holding current value
$988,715
Previous $919 Million 6.07%
% of portfolio
0.8%
Previous 0.87%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$567.81 - $607.81 $35,204 - $37,684
62 Added 3.87%
1,664 $975 Million
Q3 2024

Nov 04, 2024
BUY
$517.38 - $573.86 $8,278 - $9,181
16 Added 1.01%
1,602 $919 Million
Q2 2024

Aug 09, 2024
BUY
$495.16 - $548.49 $785,323 - $869,905
1,586 New
1,586 $863 Million

Others Institutions Holding SPY

# of Institutions
4,991
Shares Held
598M
Call Options Held
370M
Put Options Held
676M
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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