Moulton Wealth Management, Inc Spdr S&P 500 ETF Trust Transaction History

Moulton Wealth Management, Inc

  • $129 Million
  • Q4 2024

A detailed history of Moulton Wealth Management, Inc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 466 shares of SPY stock, worth $282,074. This represents 0.21% of its overall portfolio holdings.

Number of Shares
466
Previous 492 5.28%
Holding current value
$282,074
Previous $282,000 3.19%
% of portfolio
0.21%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$567.81 - $607.81 $14,763 - $15,803
-26 Reduced 5.28%
466 $273,000
Q3 2024

Oct 17, 2024
BUY
$517.38 - $573.86 $517 - $573
1 Added 0.2%
492 $282,000
Q2 2024

Jul 16, 2024
BUY
$495.16 - $548.49 $990 - $1,096
2 Added 0.41%
491 $267,000
Q4 2023

Jan 10, 2024
BUY
$410.68 - $476.69 $200,822 - $233,101
489 New
489 $232,000

Others Institutions Holding SPY

# of Institutions
4,794
Shares Held
584M
Call Options Held
290M
Put Options Held
679M
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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