Cyndeo Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 12,833 shares of SPY stock, worth $7.82 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

12,833

Previous 13,279 3.36%

Holding current value

$7.82 Million

Previous $7.62 Million 1.3%

% of portfolio

0.53%

Previous 0.54%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$567.81 - $607.81 $253,243 - $271,083	-446 Reduced 3.36%	12,833 $7.52 Million
Q3 2024 Oct 18, 2024	BUY	$517.38 - $573.86 $281,454 - $312,179	544 Added 4.27%	13,279 $7.62 Million
Q2 2024 Jul 30, 2024	SELL	$495.16 - $548.49 $209,452 - $232,011	-423 Reduced 3.21%	12,735 $6.93 Million
Q1 2024 Apr 16, 2024	SELL	$467.28 - $523.17 $39,251 - $43,946	-84 Reduced 0.63%	13,158 $6.88 Million
Q4 2023 Jan 12, 2024	SELL	$410.68 - $476.69 $1,232 - $1,430	-3 Reduced 0.02%	13,242 $6.29 Million
Q3 2023 Oct 10, 2023	SELL	$425.88 - $457.79 $4,684 - $5,035	-11 Reduced 0.08%	13,245 $5.66 Million
Q2 2023 Jul 27, 2023	SELL	$404.36 - $443.28 $281,838 - $308,966	-697 Reduced 5.0%	13,256 $5.88 Million
Q1 2023 Apr 21, 2023	BUY	$379.5 - $416.78 $1.07 Million - $1.18 Million	2,831 Added 25.45%	13,953 $5.71 Million
Q4 2022 Jan 25, 2023	BUY	$357.63 - $407.42 $3.98 Million - $4.53 Million	11,122 New	11,122 $0

Others Institutions Holding SPY

# of Institutions

4,930

Shares Held

604M

Call Options Held

310M

Put Options Held

670M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Cyndeo Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History