Stone Point Wealth LLC Spdr S&P 500 ETF Trust Transaction History

Stone Point Wealth LLC

  • $294 Million
  • Q4 2024

A detailed history of Stone Point Wealth LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Stone Point Wealth LLC holds 3,980 shares of SPY stock, worth $2.44 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
3,980
Previous 4,472 11.0%
Holding current value
$2.44 Million
Previous $2.57 Million 9.12%
% of portfolio
0.79%
Previous 0.84%

Shares

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

Jan 28, 2025
SELL
$567.81 - $607.81 $279,362 - $299,042
-492 Reduced 11.0%
3,980 $2.33 Million
Q3 2024

Oct 31, 2024
BUY
$517.38 - $573.86 $184,187 - $204,294
356 Added 8.65%
4,472 $2.57 Million
Q2 2024

Jul 30, 2024
BUY
$495.16 - $548.49 $29,214 - $32,360
59 Added 1.45%
4,116 $2.24 Million
Q1 2024

May 01, 2024
BUY
$467.28 - $523.17 $23,364 - $26,158
50 Added 1.25%
4,057 $2.12 Million
Q4 2023

Jan 26, 2024
BUY
$410.68 - $476.69 $900,210 - $1.04 Million
2,192 Added 120.77%
4,007 $1.9 Million
Q3 2023

Oct 25, 2023
BUY
$425.88 - $457.79 $371,793 - $399,650
873 Added 92.68%
1,815 $775,000
Q2 2023

Jul 25, 2023
BUY
$404.36 - $443.28 $32,348 - $35,462
80 Added 9.28%
942 $417,000
Q1 2023

Apr 20, 2023
SELL
$379.5 - $416.78 $3,036 - $3,334
-8 Reduced 0.92%
862 $352,000
Q4 2022

Jan 20, 2023
BUY
$357.63 - $407.42 $44,703 - $50,927
125 Added 16.78%
870 $0
Q3 2022

Nov 03, 2022
SELL
$357.18 - $429.7 $17,859 - $21,485
-50 Reduced 6.29%
745 $266,000
Q2 2022

Jul 19, 2022
BUY
$365.86 - $456.8 $32,195 - $40,198
88 Added 12.45%
795 $300,000
Q1 2022

Apr 29, 2022
BUY
$416.25 - $477.71 $294,288 - $337,740
707 New
707 $321,000

Others Institutions Holding SPY

# of Institutions
4,974
Shares Held
598M
Call Options Held
370M
Put Options Held
676M
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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