Certus Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Certus Wealth Management, LLC

  • $130 Million
  • Q2 2024

A detailed history of Certus Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Certus Wealth Management, LLC holds 1,124 shares of SPY stock, worth $641,848. This represents 0.47% of its overall portfolio holdings.

Number of Shares
1,124
Previous 1,124 -0.0%
Holding current value
$641,848
Previous $587,000 4.09%
% of portfolio
0.47%
Previous 0.46%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023
BUY
$425.88 - $457.79 $168,648 - $181,284
396 Added 54.4%
1,124 $480,000
Q2 2023

Aug 10, 2023
BUY
$404.36 - $443.28 $294,374 - $322,707
728 New
728 $323 Million

Others Institutions Holding SPY

# of Institutions
4,488
Shares Held
572M
Call Options Held
272M
Put Options Held
391M
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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