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

Foster Victor Wealth Advisors, LLC

  • $1.22 Billion
  • Q4 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 12,167 shares of SPY stock, worth $6.76 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
12,167
Previous 9,885 23.09%
Holding current value
$6.76 Million
Previous $5.67 Million 25.71%
% of portfolio
0.58%
Previous 0.41%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$567.81 - $607.81 $1.3 Million - $1.39 Million
2,282 Added 23.09%
12,167 $7.13 Million
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
5,006
Shares Held
598M
Call Options Held
370M
Put Options Held
676M
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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