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

Shanker Valleau Wealth Advisors, Inc.

$291 Million
Q4 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 593 shares of SPY stock, worth $329,660. This represents 0.12% of its overall portfolio holdings.

Number of Shares

593

Previous 646 8.2%

Holding current value

$329,660

Previous $370,000 6.22%

% of portfolio

0.12%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	SELL	$567.81 - $607.81 $30,093 - $32,213	-53 Reduced 8.2%	593 $347,000
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

5,006

Shares Held

598M

Call Options Held

370M

Put Options Held

676M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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