A detailed history of Maxwell Wealth Strategies Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 4,382 shares of SPY stock, worth $2.64 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
4,382
Previous 4,483 2.25%
Holding current value
$2.64 Million
Previous $2.44 Billion 3.58%
% of portfolio
1.07%
Previous 1.2%

Shares

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

Nov 06, 2024

SELL
$517.38 - $573.86 $52,255 - $57,959
-101 Reduced 2.25%
4,382 $2.53 Billion
Q1 2024

May 31, 2024

BUY
$467.28 - $523.17 $470,550 - $526,832
1,007 Added 28.97%
4,483 $2.34 Billion
Q4 2023

Feb 12, 2024

BUY
$410.68 - $476.69 $1.43 Million - $1.66 Million
3,476 New
3,476 $1.65 Billion

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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