A detailed history of Stone Crest Wealth Management, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 993 shares of SPY stock, worth $597,130. This represents 0.41% of its overall portfolio holdings.

Number of Shares
993
Previous 742 33.83%
Holding current value
$597,130
Previous $404 Million 41.09%
% of portfolio
0.41%
Previous 0.31%

Shares

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

Oct 08, 2024

BUY
$517.38 - $573.86 $129,862 - $144,038
251 Added 33.83%
993 $570 Million
Q2 2024

Jul 15, 2024

SELL
$495.16 - $548.49 $262,434 - $290,699
-530 Reduced 41.67%
742 $404 Million
Q1 2024

Apr 22, 2024

SELL
$467.28 - $523.17 $6,074 - $6,801
-13 Reduced 1.01%
1,272 $665 Million
Q4 2023

Jan 22, 2024

BUY
$410.68 - $476.69 $527,723 - $612,546
1,285 New
1,285 $611 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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