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

Orgel Wealth Management, LLC

  • $3.85 Billion
  • Q3 2024

A detailed history of Orgel Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 6,233 shares of SPY stock, worth $3.75 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,233
Previous 4,552 36.93%
Holding current value
$3.75 Million
Previous $2.48 Million 44.37%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Oct 17, 2024
BUY
$517.38 - $573.86 $869,715 - $964,658
1,681 Added 36.93%
6,233 $3.58 Million
Q2 2024

Jul 22, 2024
BUY
$495.16 - $548.49 $1.03 Million - $1.15 Million
2,088 Added 84.74%
4,552 $2.48 Million
Q1 2024

Apr 15, 2024
SELL
$467.28 - $523.17 $79,437 - $88,938
-170 Reduced 6.45%
2,464 $1.29 Million
Q4 2023

Jan 11, 2024
BUY
$410.68 - $476.69 $107,598 - $124,892
262 Added 11.05%
2,634 $1.25 Million
Q3 2023

Oct 26, 2023
SELL
$425.88 - $457.79 $140,540 - $151,070
-330 Reduced 12.21%
2,372 $1.01 Million
Q1 2023

Apr 06, 2023
BUY
$379.5 - $416.78 $15,180 - $16,671
40 Added 1.5%
2,702 $1.11 Million
Q4 2022

Jan 17, 2023
BUY
$357.63 - $407.42 $49,710 - $56,631
139 Added 5.51%
2,662 $0
Q3 2022

Oct 25, 2022
SELL
$357.18 - $429.7 $107,511 - $129,339
-301 Reduced 10.66%
2,523 $901,000
Q2 2022

Jul 13, 2022
BUY
$365.86 - $456.8 $608,791 - $760,115
1,664 Added 143.45%
2,824 $1.07 Million
Q1 2022

May 10, 2022
BUY
$416.25 - $477.71 $68,681 - $78,822
165 Added 16.58%
1,160 $524,000
Q4 2021

Jan 24, 2022
BUY
$428.64 - $477.48 $10,287 - $11,459
24 Added 2.47%
995 $473,000
Q3 2021

Oct 26, 2021
SELL
$424.97 - $453.19 $13,599 - $14,502
-32 Reduced 3.19%
971 $417,000
Q2 2021

Jul 23, 2021
BUY
$400.61 - $428.06 $12,418 - $13,269
31 Added 3.19%
1,003 $429,000
Q1 2021

Apr 28, 2021
BUY
$368.79 - $397.26 $358,463 - $386,136
972 New
972 $385,000
Q2 2018

Jul 16, 2018
SELL
$257.47 - $278.92 $222,969 - $241,544
-866 Closed
0 $0
Q1 2018

Apr 25, 2018
SELL
$257.63 - $286.58 $50,237 - $55,883
-195 Reduced 18.38%
866 $228,000
Q4 2017

Feb 09, 2018
BUY
$252.32 - $268.2 $267,711 - $284,560
1,061
1,061 $283,000

Others Institutions Holding SPY

# of Institutions
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
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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