Institute For Wealth Management, Llc. Spdr S&P 500 ETF Trust Transaction History

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 9,175 shares of SPY stock, worth $4.84 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

9,175

Previous 16,709 45.09%

Holding current value

$4.84 Million

Previous $9.79 Million 47.59%

% of portfolio

0.67%

Previous 1.24%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$551.42 - $612.93 $4.15 Million - $4.62 Million	-7,534 Reduced 45.09%	9,175 $5.13 Million
Q4 2024 Jan 23, 2025	BUY	$567.81 - $607.81 $4.09 Million - $4.38 Million	7,208 Added 75.87%	16,709 $9.79 Million
Q3 2024 Nov 12, 2024	SELL	$517.38 - $573.86 $9,830 - $10,903	-19 Reduced 0.2%	9,501 $5.45 Million
Q2 2024 Jul 25, 2024	SELL	$495.16 - $548.49 $58.8 Million - $65.1 Million	-118,778 Reduced 92.58%	9,520 $5.18 Million
Q1 2024 Apr 30, 2024	BUY	$467.28 - $523.17 $51.6 Million - $57.8 Million	110,526 Added 621.91%	128,298 $67.1 Million
Q4 2023 Jan 31, 2024	SELL	$410.68 - $476.69 $965,508 - $1.12 Million	-2,351 Reduced 11.68%	17,772 $8.45 Million
Q3 2023 Oct 13, 2023	BUY	$425.88 - $457.79 $1.2 Million - $1.29 Million	2,815 Added 16.26%	20,123 $8.6 Million
Q2 2023 Jul 25, 2023	SELL	$404.36 - $443.28 $317,422 - $347,974	-785 Reduced 4.34%	17,308 $7.67 Million
Q1 2023 Apr 20, 2023	SELL	$379.5 - $416.78 $439,840 - $483,048	-1,159 Reduced 6.02%	18,093 $7.41 Million
Q4 2022 Feb 02, 2023	BUY	$357.63 - $407.42 $223,161 - $254,230	624 Added 3.35%	19,252 $7.36 Million
Q3 2022 Oct 18, 2022	BUY	$357.18 - $429.7 $48,576 - $58,439	136 Added 0.74%	18,628 $6.65 Million
Q2 2022 Jul 25, 2022	BUY	$365.86 - $456.8 $1.82 Million - $2.27 Million	4,967 Added 36.72%	18,492 $6.98 Million
Q1 2022 Apr 29, 2022	BUY	$416.25 - $477.71 $1.21 Million - $1.39 Million	2,909 Added 27.4%	13,525 $6.11 Million
Q4 2021 Jan 21, 2022	SELL	$428.64 - $477.48 $522,512 - $582,048	-1,219 Reduced 10.3%	10,616 $5.04 Million
Q3 2021 Nov 15, 2021	SELL	$424.97 - $453.19 $1.29 Million - $1.37 Million	-3,026 Reduced 20.36%	11,835 $5.08 Million
Q2 2021 Jul 21, 2021	SELL	$400.61 - $428.06 $128,195 - $136,979	-320 Reduced 2.11%	14,861 $6.36 Million
Q1 2021 May 04, 2021	SELL	$368.79 - $397.26 $590,064 - $635,616	-1,600 Reduced 9.53%	15,181 $6.02 Million
Q4 2020 Feb 01, 2021	SELL	$326.54 - $373.88 $2.65 Million - $3.04 Million	-8,125 Reduced 32.62%	16,781 $6.27 Million
Q3 2020 Nov 03, 2020	BUY	$310.52 - $357.7 $1.08 Million - $1.24 Million	3,472 Added 16.2%	24,906 $8.34 Million
Q2 2020 Jul 30, 2020	BUY	$246.15 - $323.2 $1.26 Million - $1.66 Million	5,130 Added 31.46%	21,434 $6.61 Million
Q1 2020 Apr 29, 2020	BUY	$222.95 - $338.34 $319,041 - $484,164	1,431 Added 9.62%	16,304 $4.2 Million
Q4 2019 Feb 27, 2020	BUY	$288.06 - $322.94 $2.91 Million - $3.26 Million	10,086 Added 210.7%	14,873 $4.79 Million
Q4 2019 Jan 27, 2020	SELL	$288.06 - $322.94 $3.24 Million - $3.63 Million	-11,232 Reduced 70.12%	4,787 $4.79 Million
Q3 2019 Oct 28, 2019	BUY	$283.82 - $302.01 $1.78 Million - $1.89 Million	6,264 Added 64.21%	16,019 $4.75 Million
Q2 2019 Aug 02, 2019	SELL	$274.57 - $295.86 $3.1 Million - $3.34 Million	-11,286 Reduced 53.64%	9,755 $2.86 Million
Q1 2019 May 15, 2019	BUY	$244.21 - $284.73 $252,757 - $294,695	1,035 Added 5.17%	21,041 $5.94 Million
Q4 2018 Feb 08, 2019	BUY	$234.34 - $291.73 $1.16 Million - $1.44 Million	4,943 Added 32.82%	20,006 $5 Million
Q3 2018 Oct 29, 2018	SELL	$270.9 - $293.58 $2.25 Million - $2.44 Million	-8,322 Reduced 35.59%	15,063 $4.37 Million
Q2 2018 Aug 10, 2018	BUY	$257.47 - $278.92 $1.08 Million - $1.17 Million	4,178 Added 21.75%	23,385 $6.35 Million
Q1 2018 May 15, 2018	SELL	$257.63 - $286.58 $5.87 Million - $6.53 Million	-22,782 Reduced 54.26%	19,207 $5.08 Million
Q4 2017 Feb 12, 2018	BUY	$252.32 - $268.2 $6.35 Million - $6.75 Million	25,161 Added 149.52%	41,989 $11.4 Million
Q3 2017 Nov 14, 2017	SELL	$242.71 - $251.23 $735,411 - $761,226	-3,030 Reduced 15.26%	16,828 $4.23 Million
Q2 2017 Aug 14, 2017	BUY	N/A	19,858	19,858 $4.8 Million

Others Institutions Holding SPY

# of Institutions

5,034

Shares Held

605M

Call Options Held

370M

Put Options Held

677M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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Institute For Wealth Management, Llc. Spdr S&P 500 ETF Trust Transaction History