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

Kfa Private Wealth Group, LLC

  • $209 Million
  • Q3 2024

A detailed history of Kfa Private Wealth Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 5,122 shares of SPY stock, worth $3.05 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
5,122
Previous 5,169 0.91%
Holding current value
$3.05 Million
Previous $2.81 Million 4.48%
% of portfolio
1.41%
Previous 1.46%

Shares

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

Oct 18, 2024
SELL
$517.38 - $573.86 $24,316 - $26,971
-47 Reduced 0.91%
5,122 $2.94 Million
Q2 2024

Aug 07, 2024
BUY
$495.16 - $548.49 $77,244 - $85,564
156 Added 3.11%
5,169 $2.81 Million
Q1 2024

May 01, 2024
BUY
$467.28 - $523.17 $161,211 - $180,493
345 Added 7.39%
5,013 $2.62 Million
Q4 2023

Feb 02, 2024
BUY
$410.68 - $476.69 $34,086 - $39,565
83 Added 1.81%
4,668 $2.22 Million
Q3 2023

Oct 25, 2023
BUY
$425.88 - $457.79 $93,267 - $100,256
219 Added 5.02%
4,585 $1.96 Million
Q2 2023

Jul 18, 2023
BUY
$404.36 - $443.28 $43,670 - $47,874
108 Added 2.54%
4,366 $1.94 Million
Q1 2023

May 05, 2023
SELL
$379.5 - $416.78 $4,174 - $4,584
-11 Reduced 0.26%
4,258 $1.74 Million
Q4 2022

Jan 31, 2023
SELL
$357.63 - $407.42 $97,990 - $111,633
-274 Reduced 6.03%
4,269 $1.63 Million
Q3 2022

Nov 02, 2022
BUY
$357.18 - $429.7 $20,359 - $24,492
57 Added 1.27%
4,543 $1.62 Million
Q2 2022

Jul 18, 2022
BUY
$365.86 - $456.8 $308,054 - $384,625
842 Added 23.11%
4,486 $1.69 Million
Q1 2022

May 02, 2022
SELL
$416.25 - $477.71 $149,433 - $171,497
-359 Reduced 8.97%
3,644 $1.65 Million
Q4 2021

Jan 26, 2022
SELL
$428.64 - $477.48 $7,286 - $8,117
-17 Reduced 0.42%
4,003 $1.9 Million
Q3 2021

Oct 18, 2021
BUY
$424.97 - $453.19 $2,549 - $2,719
6 Added 0.15%
4,020 $1.73 Million
Q2 2021

Jul 22, 2021
SELL
$400.61 - $428.06 $167,054 - $178,501
-417 Reduced 9.41%
4,014 $1.72 Million
Q1 2021

May 06, 2021
BUY
$368.79 - $397.26 $30,978 - $33,369
84 Added 1.93%
4,431 $1.76 Million
Q4 2020

Mar 08, 2021
BUY
$326.54 - $373.88 $65,308 - $74,776
200 Added 4.82%
4,347 $1.63 Million
Q3 2020

Nov 04, 2020
BUY
$310.52 - $357.7 $281,641 - $324,433
907 Added 27.99%
4,147 $1.39 Million
Q2 2020

Jul 28, 2020
SELL
$246.15 - $323.2 $172,305 - $226,240
-700 Reduced 17.77%
3,240 $999,000
Q1 2020

Apr 23, 2020
SELL
$222.95 - $338.34 $70,675 - $107,253
-317 Reduced 7.45%
3,940 $1.02 Million
Q4 2019

Jan 28, 2020
BUY
$288.06 - $322.94 $1.23 Million - $1.37 Million
4,257 New
4,257 $1.37 Million

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
Track This Portfolio

Track Kfa Private Wealth Group, LLC Portfolio

Follow Kfa Private Wealth Group, 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 Kfa Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfa Private Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email