A detailed history of Pine Harbor Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 773 shares of SPY stock, worth $441,413. This represents 0.25% of its overall portfolio holdings.

Number of Shares
773
Previous 661 16.94%
Holding current value
$441,413
Previous $346 Million 21.64%
% of portfolio
0.25%
Previous 0.22%

Shares

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

Aug 09, 2024

BUY
$495.16 - $548.49 $55,457 - $61,430
112 Added 16.94%
773 $420 Million
Q1 2024

May 15, 2024

BUY
$467.28 - $523.17 $934 - $1,046
2 Added 0.3%
661 $346 Million
Q4 2023

Apr 03, 2024

BUY
$410.68 - $476.69 $270,638 - $314,138
659 New
659 $313 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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