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

Sendero Wealth Management, LLC

  • $731 Million
  • Q3 2025

A detailed history of Sendero Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 1,753 shares of SPY stock, worth $1.17 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,753
Previous 1,753 -0.0%
Holding current value
$1.17 Million
Previous $1.08 Million 7.76%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Oct 09, 2024
SELL
$517.38 - $573.86 $38,803 - $43,039
-75 Reduced 4.1%
1,753 $1.01 Million
Q2 2024

Jul 12, 2024
BUY
$495.16 - $548.49 $226,288 - $250,659
457 Added 33.33%
1,828 $994,000
Q1 2024

Apr 16, 2024
SELL
$467.28 - $523.17 $274,293 - $307,100
-587 Reduced 29.98%
1,371 $717,000
Q4 2023

Jan 17, 2024
BUY
$410.68 - $476.69 $117,865 - $136,810
287 Added 17.18%
1,958 $930,000
Q2 2023

Jul 20, 2023
SELL
$404.36 - $443.28 $129,799 - $142,292
-321 Reduced 16.11%
1,671 $740,000
Q1 2023

Apr 27, 2023
BUY
$379.5 - $416.78 $2,277 - $2,500
6 Added 0.3%
1,992 $815,000
Q4 2022

Feb 01, 2023
SELL
$357.63 - $407.42 $27,179 - $30,963
-76 Reduced 3.69%
1,986 $759,000
Q3 2022

Oct 27, 2022
SELL
$357.18 - $429.7 $19,287 - $23,203
-54 Reduced 2.55%
2,062 $737,000
Q2 2022

Aug 09, 2022
BUY
$365.86 - $456.8 $774,159 - $966,588
2,116 New
2,116 $798,000
Q1 2022

May 06, 2022
SELL
$416.25 - $477.71 $219,363 - $251,753
-527 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
$428.64 - $477.48 $225,893 - $251,631
527 New
527 $250,000

Others Institutions Holding SPY

# of Institutions
5,289
Shares Held
557M
Call Options Held
298M
Put Options Held
700M
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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