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

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 2024

A detailed history of Modern Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Modern Wealth Management, LLC holds 152,122 shares of SPY stock, worth $88.5 Million. This represents 6.05% of its overall portfolio holdings.

Number of Shares
152,122
Previous 149,972 1.43%
Holding current value
$88.5 Million
Previous $78.1 Billion 5.99%
% of portfolio
6.05%
Previous 7.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
BUY
$495.16 - $548.49 $1.06 Million - $1.18 Million
2,150 Added 1.43%
152,122 $82.8 Billion
Q1 2024

May 13, 2024
BUY
$467.28 - $523.17 $17.9 Million - $20.1 Million
38,341 Added 34.35%
149,972 $78.1 Billion
Q4 2023

Feb 14, 2024
BUY
$410.68 - $476.69 $45.8 Million - $53.2 Million
111,631 New
111,631 $53.1 Billion

Others Institutions Holding SPY

# of Institutions
4,479
Shares Held
572M
Call Options Held
275M
Put Options Held
401M
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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