Kfg Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Kfg Wealth Management, LLC

  • $344 Million
  • Q3 2024

A detailed history of Kfg Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 16,981 shares of SPY stock, worth $10.2 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares
16,981
Previous 17,972 5.51%
Holding current value
$10.2 Million
Previous $9.78 Million 0.37%
% of portfolio
2.83%
Previous 4.26%

Shares

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

Oct 15, 2024
SELL
$517.38 - $573.86 $512,723 - $568,695
-991 Reduced 5.51%
16,981 $9.74 Million
Q2 2024

Jul 19, 2024
BUY
$495.16 - $548.49 $2,475 - $2,742
5 Added 0.03%
17,972 $9.78 Million
Q1 2024

Apr 19, 2024
BUY
$467.28 - $523.17 $121,025 - $135,501
259 Added 1.46%
17,967 $9.4 Million
Q4 2023

Jan 31, 2024
SELL
$410.68 - $476.69 $1.01 Million - $1.17 Million
-2,458 Reduced 12.19%
17,708 $8.42 Million
Q3 2023

Oct 17, 2023
SELL
$425.88 - $457.79 $5.85 Million - $6.28 Million
-13,726 Reduced 40.5%
20,166 $8.62 Million
Q2 2023

Jul 18, 2023
SELL
$404.36 - $443.28 $2.44 Million - $2.68 Million
-6,041 Reduced 15.13%
33,892 $15 Billion
Q1 2023

Apr 14, 2023
BUY
$379.5 - $416.78 $4.94 Million - $5.43 Million
13,017 Added 48.36%
39,933 $16.5 Billion
Q4 2022

Jan 18, 2023
BUY
$357.63 - $407.42 $9.63 Million - $11 Million
26,916 New
26,916 $10.3 Billion

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
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