Apcm Wealth Management For Individuals Spdr S&P 500 ETF Trust Transaction History

Apcm Wealth Management For Individuals

$643 Million
Q4 2024

A detailed history of Apcm Wealth Management For Individuals transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Apcm Wealth Management For Individuals holds 271,805 shares of SPY stock, worth $163 Million. This represents 24.77% of its overall portfolio holdings.

Number of Shares

271,805

Previous 273,182 0.5%

Holding current value

$163 Million

Previous $157 Million 1.61%

% of portfolio

24.77%

Previous 23.62%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$567.81 - $607.81 $781,874 - $836,954	-1,377 Reduced 0.5%	271,805 $159 Million
Q3 2024 Nov 04, 2024	SELL	$517.38 - $573.86 $8.28 Million - $9.19 Million	-16,011 Reduced 5.54%	273,182 $157 Million
Q2 2024 Jul 22, 2024	SELL	$495.16 - $548.49 $6.68 Million - $7.4 Million	-13,496 Reduced 4.46%	289,193 $157 Million
Q1 2024 Apr 18, 2024	SELL	$467.28 - $523.17 $8.38 Million - $9.39 Million	-17,944 Reduced 5.6%	302,689 $158 Million
Q4 2023 Jan 16, 2024	BUY	$410.68 - $476.69 $761,811 - $884,259	1,855 Added 0.58%	320,633 $152 Million
Q3 2023 Oct 31, 2023	SELL	$425.88 - $457.79 $8.99 Million - $9.67 Million	-21,115 Reduced 6.21%	318,778 $136 Million
Q2 2023 Jul 28, 2023	BUY	$404.36 - $443.28 $5.62 Million - $6.16 Million	13,902 Added 4.26%	339,893 $151 Million
Q1 2023 May 09, 2023	BUY	$379.5 - $416.78 $3.35 Million - $3.68 Million	8,840 Added 2.79%	325,991 $133 Million
Q4 2022 Feb 01, 2023	BUY	$357.63 - $407.42 $12.5 Million - $14.3 Million	35,036 Added 12.42%	317,151 $121 Million
Q3 2022 Oct 21, 2022	BUY	$357.18 - $429.7 $1.59 Million - $1.91 Million	4,453 Added 1.6%	282,115 $101 Million
Q2 2022 Jul 15, 2022	SELL	$365.86 - $456.8 $5.02 Million - $6.27 Million	-13,731 Reduced 4.71%	277,662 $105 Million
Q1 2022 Apr 11, 2022	SELL	$416.25 - $477.71 $2.85 Million - $3.27 Million	-6,841 Reduced 2.29%	291,393 $132 Million
Q4 2021 Jan 19, 2022	BUY	$428.64 - $477.48 $3.81 Million - $4.24 Million	8,878 Added 3.07%	298,234 $142 Million
Q3 2021 Oct 21, 2021	BUY	$424.97 - $453.19 $1.23 Million - $1.32 Million	2,905 Added 1.01%	289,356 $124 Million
Q2 2021 Jul 13, 2021	BUY	$400.61 - $428.06 $369,362 - $394,671	922 Added 0.32%	286,451 $123 Million
Q1 2021 Apr 13, 2021	BUY	$368.79 - $397.26 $1.25 Million - $1.35 Million	3,403 Added 1.21%	285,529 $113 Million
Q4 2020 Jan 12, 2021	BUY	$326.54 - $373.88 $5.14 Million - $5.88 Million	15,740 Added 5.91%	282,126 $105 Million
Q3 2020 Oct 06, 2020	BUY	$310.52 - $357.7 $3.92 Million - $4.51 Million	12,619 Added 4.97%	266,386 $89.2 Million
Q2 2020 Aug 14, 2020	BUY	$246.15 - $323.2 $4.76 Million - $6.24 Million	19,321 Added 8.24%	253,767 $78.3 Million
Q1 2020 May 15, 2020	SELL	$222.95 - $338.34 $6.04 Million - $9.17 Million	-27,101 Reduced 10.36%	234,446 $60.4 Million
Q4 2019 Feb 11, 2020	SELL	$288.06 - $322.94 $38.5 Million - $43.1 Million	-133,483 Reduced 33.79%	261,547 $84.2 Million
Q3 2019 Nov 18, 2019	SELL	$283.82 - $302.01 $59.6 Million - $63.4 Million	-209,911 Reduced 34.7%	395,030 $117 Million
Q1 2019 May 16, 2019	BUY	$244.21 - $284.73 $96.6 Million - $113 Million	395,637 Added 189.03%	604,941 $171 Million
Q4 2018 Feb 14, 2019	BUY	$234.34 - $291.73 $7.9 Million - $9.83 Million	33,704 Added 19.19%	209,304 $52.3 Million
Q3 2018 Nov 15, 2018	BUY	$270.9 - $293.58 $1.01 Million - $1.1 Million	3,738 Added 2.18%	175,600 $51.1 Million
Q2 2018 Aug 15, 2018	BUY	$257.47 - $278.92 $1.92 Million - $2.08 Million	7,444 Added 4.53%	171,862 $46.6 Million
Q1 2018 May 16, 2018	SELL	$257.63 - $286.58 $175,446 - $195,160	-681 Reduced 0.41%	164,418 $43.3 Million
Q4 2017 Feb 16, 2018	BUY	$252.32 - $268.2 $41.7 Million - $44.3 Million	165,099	165,099 $44.1 Million

Others Institutions Holding SPY

# of Institutions

4,981

Shares Held

598M

Call Options Held

370M

Put Options Held

676M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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Apcm Wealth Management For Individuals Spdr S&P 500 ETF Trust Transaction History