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

Partnership Wealth Management, LLC

  • $142 Billion
  • Q3 2024

A detailed history of Partnership Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 654 shares of SPY stock, worth $389,136. This represents 0.27% of its overall portfolio holdings.

Number of Shares
654
Previous 1,104 40.76%
Holding current value
$389,136
Previous $601 Million 37.51%
% of portfolio
0.27%
Previous 0.44%

Shares

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

Oct 08, 2024
SELL
$517.38 - $573.86 $232,821 - $258,237
-450 Reduced 40.76%
654 $375 Million
Q2 2024

Jul 03, 2024
BUY
$495.16 - $548.49 $100,022 - $110,794
202 Added 22.39%
1,104 $601 Million
Q1 2024

Apr 10, 2024
BUY
$467.28 - $523.17 $36,915 - $41,330
79 Added 9.6%
902 $472 Million
Q4 2023

Feb 07, 2024
BUY
$410.68 - $476.69 $337,989 - $392,315
823 New
823 $397 Million

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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