Finer Wealth Management, Inc. Spdr S&P 500 ETF Trust Transaction History

Finer Wealth Management, Inc.

$155 Million
Q2 2024

A detailed history of Finer Wealth Management, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Finer Wealth Management, Inc. holds 1,499 shares of SPY stock, worth $852,391. This represents 0.53% of its overall portfolio holdings.

Number of Shares

1,499

Previous 1,491 0.54%

Holding current value

$852,391

Previous $779,000 4.62%

% of portfolio

0.53%

Previous 0.51%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$495.16 - $548.49 $3,961 - $4,387	8 Added 0.54%	1,499 $815,000
Q1 2024 Apr 26, 2024	BUY	$467.28 - $523.17 $5,140 - $5,754	11 Added 0.74%	1,491 $779,000
Q4 2023 Feb 13, 2024	BUY	$410.68 - $476.69 $48,049 - $55,772	117 Added 8.58%	1,480 $703,000
Q3 2023 Nov 14, 2023	SELL	$425.88 - $457.79 $20,868 - $22,431	-49 Reduced 3.47%	1,363 $582,000
Q2 2023 Aug 14, 2023	SELL	$404.36 - $443.28 $7,682 - $8,422	-19 Reduced 1.33%	1,412 $625,000
Q1 2023 May 09, 2023	BUY	$379.5 - $416.78 $9,867 - $10,836	26 Added 1.85%	1,431 $585,000
Q4 2022 Feb 13, 2023	BUY	$357.63 - $407.42 $6,079 - $6,926	17 Added 1.22%	1,405 $537,000
Q3 2022 Nov 10, 2022	BUY	$357.18 - $429.7 $27,860 - $33,516	78 Added 5.95%	1,388 $496,000
Q2 2022 Aug 10, 2022	SELL	$365.86 - $456.8 $121,465 - $151,657	-332 Reduced 20.22%	1,310 $494,000
Q1 2022 Jun 06, 2022	BUY	$416.25 - $477.71 $10,822 - $12,420	26 Added 1.61%	1,642 $742,000
Q4 2021 Jun 01, 2022	BUY	$428.64 - $477.48 $692,682 - $771,607	1,616 New	1,616 $767,000

Others Institutions Holding SPY

# of Institutions

4,483

Shares Held

573M

Call Options Held

272M

Put Options Held

391M

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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Finer Wealth Management, Inc. Spdr S&P 500 ETF Trust Transaction History