Beverly Hills Private Wealth, LLC Spdr S&P 500 ETF Trust Transaction History

Beverly Hills Private Wealth, LLC

  • $460 Billion
  • Q2 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 446 shares of SPY stock, worth $259,438. This represents 0.05% of its overall portfolio holdings.

Number of Shares
446
Previous 437 2.06%
Holding current value
$259,438
Previous $229 Million 6.09%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
BUY
$495.16 - $548.49 $4,456 - $4,936
9 Added 2.06%
446 $243 Million
Q4 2023

Jan 29, 2024
BUY
$410.68 - $476.69 $179,467 - $208,313
437 New
437 $208 Million
Q4 2022

Feb 13, 2023
BUY
$357.63 - $407.42 $259,281 - $295,379
725 New
725 $277 Million

Others Institutions Holding SPY

# of Institutions
4,479
Shares Held
572M
Call Options Held
275M
Put Options Held
401M
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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