Family Wealth Group, LLC Spdr S&P 500 ETF Trust Transaction History

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Family Wealth Group, LLC holds 678 shares of SPY stock, worth $403,416. This represents 0.42% of its overall portfolio holdings.

Number of Shares
678
Previous 614 10.42%
Holding current value
$403,416
Previous $334,000 16.47%
% of portfolio
0.42%
Previous 0.36%

Shares

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

Nov 14, 2024
BUY
$517.38 - $573.86 $33,112 - $36,727
64 Added 10.42%
678 $389,000
Q2 2024

Aug 14, 2024
SELL
$495.16 - $548.49 $24,758 - $27,424
-50 Reduced 7.53%
614 $334,000
Q1 2024

Aug 14, 2024
SELL
$467.28 - $523.17 $52,802 - $59,118
-113 Reduced 14.54%
664 $347,000
Q4 2023

Feb 14, 2024
BUY
$410.68 - $476.69 $319,098 - $370,388
777 New
777 $369,000

Others Institutions Holding SPY

# of Institutions
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
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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