Precedent Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History

Precedent Wealth Partners, LLC

  • $306 Billion
  • Q4 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 1,957 shares of SPY stock, worth $1.18 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
1,957
Previous 1,927 1.56%
Holding current value
$1.18 Million
Previous $1.11 Billion 3.74%
% of portfolio
0.37%
Previous 0.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$567.81 - $607.81 $17,034 - $18,234
30 Added 1.56%
1,957 $1.15 Billion
Q2 2024

Jul 23, 2024
BUY
$495.16 - $548.49 $1,485 - $1,645
3 Added 0.16%
1,927 $1.05 Billion
Q4 2023

Jan 18, 2024
BUY
$410.68 - $476.69 $790,148 - $917,151
1,924 New
1,924 $915 Million

Others Institutions Holding SPY

# of Institutions
4,794
Shares Held
584M
Call Options Held
290M
Put Options Held
679M
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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