A detailed history of Northwest Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 656 shares of SPY stock, worth $436,679. This represents 0.07% of its overall portfolio holdings.

Number of Shares
656
Previous 656 -0.0%
Holding current value
$436,679
Previous $437,000 0.23%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025

SELL
$496.48 - $617.85 $31,278 - $38,924
-63 Reduced 8.76%
656 $405,000
Q1 2025

Apr 25, 2025

BUY
$551.42 - $612.93 $41,907 - $46,582
76 Added 11.82%
719 $402,000
Q4 2024

Feb 10, 2025

BUY
$567.81 - $607.81 $33,500 - $35,860
59 Added 10.1%
643 $376,000
Q3 2024

Nov 04, 2024

BUY
$517.38 - $573.86 $302,149 - $335,134
584 New
584 $335,000
Q2 2019

Jul 23, 2019

SELL
$274.57 - $295.86 $3,843 - $4,142
-14 Closed
0 $0
Q1 2018

Apr 13, 2018

BUY
$257.63 - $286.58 $3,606 - $4,012
14 New
14 $4,000

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Northwest Wealth Management, LLC Portfolio

Follow Northwest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northwest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Wealth Management, LLC with notifications on news.