Foster Victor Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Foster Victor Wealth Advisors, LLC

  • $1.38 Billion
  • Q3 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 9,885 shares of SPY stock, worth $5.63 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
9,885
Previous 10,089 2.02%
Holding current value
$5.63 Million
Previous $5.49 Million 3.32%
% of portfolio
0.41%
Previous 0.43%

Shares

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

Oct 15, 2024
SELL
$517.38 - $573.86 $105,545 - $117,067
-204 Reduced 2.02%
9,885 $5.67 Million
Q2 2024

Jul 18, 2024
BUY
$495.16 - $548.49 $35,651 - $39,491
72 Added 0.72%
10,089 $5.49 Million
Q1 2024

Apr 26, 2024
SELL
$467.28 - $523.17 $727,554 - $814,575
-1,557 Reduced 13.45%
10,017 $5.24 Million
Q4 2023

Jan 19, 2024
BUY
$410.68 - $476.69 $224,231 - $260,272
546 Added 4.95%
11,574 $5.5 Million
Q3 2023

Oct 13, 2023
SELL
$425.88 - $457.79 $260,638 - $280,167
-612 Reduced 5.26%
11,028 $4.71 Million
Q2 2023

Jul 14, 2023
BUY
$404.36 - $443.28 $4.21 Million - $4.61 Million
10,410 Added 846.34%
11,640 $5.16 Million
Q1 2023

Apr 20, 2023
SELL
$379.5 - $416.78 $41,745 - $45,845
-110 Reduced 8.21%
1,230 $503,000
Q4 2022

Jan 27, 2023
BUY
$357.63 - $407.42 $65,803 - $74,965
184 Added 15.92%
1,340 $0
Q3 2022

Oct 24, 2022
BUY
$357.18 - $429.7 $2,857 - $3,437
8 Added 0.7%
1,156 $432,000
Q2 2022

Jul 19, 2022
BUY
$365.86 - $456.8 $103,904 - $129,731
284 Added 32.87%
1,148 $440,000
Q1 2022

Apr 14, 2022
SELL
$416.25 - $477.71 $4.29 Million - $4.92 Million
-10,298 Reduced 92.26%
864 $386,000
Q4 2021

Jan 19, 2022
BUY
$428.64 - $477.48 $379,775 - $423,047
886 Added 8.62%
11,162 $5.26 Million
Q3 2021

Oct 08, 2021
BUY
$424.97 - $453.19 $3.97 Million - $4.23 Million
9,342 Added 1000.21%
10,276 $4.41 Million
Q2 2021

Jul 29, 2021
SELL
$400.61 - $428.06 $3.48 Million - $3.72 Million
-8,694 Reduced 90.3%
934 $400,000
Q1 2021

Apr 23, 2021
BUY
$368.79 - $397.26 $3.17 Million - $3.41 Million
8,595 Added 832.04%
9,628 $3.98 Million
Q4 2020

Feb 08, 2021
SELL
$326.54 - $373.88 $2.64 Million - $3.03 Million
-8,092 Reduced 88.68%
1,033 $386,000
Q3 2020

Oct 26, 2020
BUY
$310.52 - $357.7 $2.83 Million - $3.26 Million
9,125 New
9,125 $3.06 Million

Others Institutions Holding SPY

# of Institutions
4,493
Shares Held
572M
Call Options Held
272M
Put Options Held
391M
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
Track This Portfolio

Track Foster Victor Wealth Advisors, LLC Portfolio

Follow Foster Victor Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foster Victor Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foster Victor Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email