A detailed history of Etesian Wealth Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 13,259 shares of SPY stock, worth $7.71 Million. This represents 3.44% of its overall portfolio holdings.

Number of Shares
13,259
Previous 11,377 16.54%
Holding current value
$7.71 Million
Previous $6.19 Billion 22.87%
% of portfolio
3.44%
Previous 3.48%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$517.38 - $573.86 $973,709 - $1.08 Million
1,882 Added 16.54%
13,259 $7.61 Billion
Q2 2024

Jul 25, 2024

BUY
$495.16 - $548.49 $161,422 - $178,807
326 Added 2.95%
11,377 $6.19 Billion
Q1 2024

Apr 12, 2024

SELL
$467.28 - $523.17 $41,120 - $46,038
-88 Reduced 0.79%
11,051 $5.78 Billion
Q4 2023

Jan 16, 2024

BUY
$410.68 - $476.69 $3,285 - $3,813
8 Added 0.07%
11,139 $5.31 Billion
Q4 2023

Jan 12, 2024

BUY
$410.68 - $476.69 $3,285 - $3,813
8 Added 0.07%
11,139 $5.31 Billion
Q3 2023

Jan 16, 2024

SELL
$425.88 - $457.79 $38,755 - $41,658
-91 Reduced 0.81%
11,131 $4.76 Billion
Q3 2023

Oct 19, 2023

SELL
$425.88 - $457.79 $38,755 - $41,658
-91 Reduced 0.81%
11,131 $4.76 Billion
Q2 2023

Jan 16, 2024

SELL
$404.36 - $443.28 $185,196 - $203,022
-458 Reduced 3.92%
11,222 $4.97 Billion
Q2 2023

Oct 19, 2023

SELL
$404.36 - $443.28 $185,196 - $203,022
-458 Reduced 3.92%
11,222 $4.97 Billion
Q1 2023

Jan 16, 2024

SELL
$379.5 - $416.78 $32,257 - $35,426
-85 Reduced 0.72%
11,680 $4.78 Billion
Q1 2023

Oct 19, 2023

SELL
$379.5 - $416.78 $32,257 - $35,426
-85 Reduced 0.72%
11,680 $4.78 Billion
Q4 2022

Jan 16, 2024

BUY
$357.63 - $407.42 $223,876 - $255,044
626 Added 5.62%
11,765 $4.5 Billion
Q4 2022

Oct 19, 2023

BUY
$357.63 - $407.42 $4.21 Million - $4.79 Million
11,765 New
11,765 $4.5 Billion

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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