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

National Wealth Management Group, LLC

  • $131 Billion
  • Q2 2024

A detailed history of National Wealth Management Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, National Wealth Management Group, LLC holds 596 shares of SPY stock, worth $346,693. This represents 0.25% of its overall portfolio holdings.

Number of Shares
596
Previous 704 15.34%
Holding current value
$346,693
Previous $368 Million 11.99%
% of portfolio
0.25%
Previous 0.29%

Shares

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

Aug 09, 2024
SELL
$495.16 - $548.49 $53,477 - $59,236
-108 Reduced 15.34%
596 $324 Million
Q1 2024

May 17, 2024
SELL
$467.28 - $523.17 $34,578 - $38,714
-74 Reduced 9.51%
704 $368 Million
Q4 2023

Feb 01, 2024
SELL
$410.68 - $476.69 $38,603 - $44,808
-94 Reduced 10.78%
778 $370 Million
Q3 2023

Nov 13, 2023
SELL
$425.88 - $457.79 $6,388 - $6,866
-15 Reduced 1.69%
872 $373 Million
Q2 2023

Aug 09, 2023
SELL
$404.36 - $443.28 $989,064 - $1.08 Million
-2,446 Reduced 73.39%
887 $395 Million
Q1 2023

May 15, 2023
BUY
$379.5 - $416.78 $1.26 Million - $1.39 Million
3,333 New
3,333 $1.37 Billion
Q4 2022

Nov 17, 2023
BUY
$357.63 - $407.42 $344,755 - $392,752
964 Added 31.49%
4,025 $1.54 Billion
Q3 2022

Nov 17, 2023
BUY
$357.18 - $429.7 $781,867 - $940,613
2,189 Added 251.03%
3,061 $1.09 Billion
Q2 2022

Nov 17, 2023
BUY
$365.86 - $456.8 $28,902 - $36,087
79 Added 5.25%
1,584 $598 Million
Q1 2022

Nov 17, 2023
BUY
$416.25 - $477.71 $385,447 - $442,359
926 Added 159.93%
1,505 $680 Million
Q4 2021

Nov 17, 2023
SELL
$428.64 - $477.48 $125,591 - $139,901
-293 Reduced 33.6%
579 $275 Million

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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