Trellis Wealth Advisors LLC Spdr S&P 500 ETF Trust Transaction History

Trellis Wealth Advisors LLC

  • $200 Billion
  • Q3 2024

A detailed history of Trellis Wealth Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 556 shares of SPY stock, worth $322,752. This represents 0.16% of its overall portfolio holdings.

Number of Shares
556
Previous 556 -0.0%
Holding current value
$322,752
Previous $303 Million 5.43%
% of portfolio
0.16%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$495.16 - $548.49 $2,475 - $2,742
-5 Reduced 0.89%
556 $303 Million
Q1 2024

Apr 19, 2024
SELL
$467.28 - $523.17 $401,393 - $449,403
-859 Reduced 60.49%
561 $293 Million
Q4 2023

Jan 19, 2024
SELL
$410.68 - $476.69 $14,373 - $16,684
-35 Reduced 2.41%
1,420 $675 Million
Q2 2023

Aug 10, 2023
BUY
$404.36 - $443.28 $588,343 - $644,972
1,455 New
1,455 $645 Million

Others Institutions Holding SPY

# of Institutions
4,561
Shares Held
579M
Call Options Held
285M
Put Options Held
653M
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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