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

Dogwood Wealth Management LLC

  • $220 Billion
  • Q3 2025

A detailed history of Dogwood Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 63 shares of SPY stock, worth $41,937. This represents 0.02% of its overall portfolio holdings.

Number of Shares
63
Previous 63 -0.0%
Holding current value
$41,937
Previous $39.1 Million 7.35%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$496.48 - $617.85 $22,341 - $27,803
-45 Reduced 41.67%
63 $39.1 Million
Q1 2025

Apr 30, 2025
SELL
$551.42 - $612.93 $22,056 - $24,517
-40 Reduced 27.03%
108 $60.4 Million
Q4 2024

Mar 04, 2025
BUY
$567.81 - $607.81 $49,967 - $53,487
88 Added 146.67%
148 $86.7 Million
Q3 2024

Feb 28, 2025
BUY
$517.38 - $573.86 $19,660 - $21,806
38 Added 1900.0%
40 $23 Million
Q2 2024

Mar 04, 2025
BUY
$495.16 - $548.49 $9,903 - $10,969
20 Added 50.0%
60 $32.7 Million
Q1 2024

Feb 28, 2025
BUY
$467.28 - $523.17 $934 - $1,046
2 New
2 $1.05 Million

Others Institutions Holding SPY

# of Institutions
5,329
Shares Held
556M
Call Options Held
298M
Put Options Held
700M
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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