Shanker Valleau Wealth Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History

Shanker Valleau Wealth Advisors, Inc.

$294 Million
Q3 2024

A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 646 shares of SPY stock, worth $388,439. This represents 0.13% of its overall portfolio holdings.

Number of Shares

646

Previous 646 -0.0%

Holding current value

$388,439

Previous $351,000 5.41%

% of portfolio

0.13%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$467.28 - $523.17 $18,223 - $20,403	-39 Reduced 5.69%	646 $337,000
Q4 2023 Jan 11, 2024	SELL	$410.68 - $476.69 $32,033 - $37,181	-78 Reduced 10.22%	685 $325,000
Q3 2023 Oct 12, 2023	SELL	$425.88 - $457.79 $31,515 - $33,876	-74 Reduced 8.84%	763 $326,000
Q2 2023 Jul 12, 2023	BUY	$404.36 - $443.28 $117,264 - $128,551	290 Added 53.02%	837 $371,000
Q4 2022 Jan 12, 2023	BUY	$357.63 - $407.42 $195,623 - $222,858	547 New	547 $0
Q1 2022 Apr 28, 2022	SELL	$416.25 - $477.71 $38,711 - $44,427	-93 Reduced 14.53%	547 $247,000
Q4 2021 Jan 27, 2022	BUY	$428.64 - $477.48 $274,329 - $305,587	640 New	640 $304,000

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

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shanker Valleau Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Shanker Valleau Wealth Advisors, Inc. with notifications on news.

Account

Shanker Valleau Wealth Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History