New Wave Wealth Advisors LLC Spdr S&P 500 ETF Trust Transaction History

New Wave Wealth Advisors LLC

  • $217 Billion
  • Q3 2024

A detailed history of New Wave Wealth Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 24,981 shares of SPY stock, worth $14.5 Million. This represents 6.6% of its overall portfolio holdings.

Number of Shares
24,981
Previous 19,613 27.37%
Holding current value
$14.5 Million
Previous $10.7 Billion 34.28%
% of portfolio
6.6%
Previous 5.73%

Shares

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

Oct 23, 2024
BUY
$517.38 - $573.86 $2.78 Million - $3.08 Million
5,368 Added 27.37%
24,981 $14.3 Billion
Q2 2024

Aug 27, 2024
BUY
$495.16 - $548.49 $9.71 Million - $10.8 Million
19,613 New
19,613 $10.7 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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