Vista Private Wealth Partners. LLC Spdr S&P 500 ETF Trust Transaction History

Vista Private Wealth Partners. LLC

  • $261 Million
  • Q3 2024

A detailed history of Vista Private Wealth Partners. LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 269 shares of SPY stock, worth $152,964. This represents 0.06% of its overall portfolio holdings.

Number of Shares
269
Previous 269 -0.0%
Holding current value
$152,964
Previous $146,000 5.48%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Aug 05, 2024
BUY
$495.16 - $548.49 $133,198 - $147,543
269 New
269 $146,000
Q1 2022

Apr 13, 2022
SELL
$416.25 - $477.71 $185,647 - $213,058
-446 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$428.64 - $477.48 $191,173 - $212,956
446 New
446 $213,000
Q4 2019

Jan 08, 2020
SELL
$288.06 - $322.94 $185,798 - $208,296
-645 Closed
0 $0
Q3 2019

Oct 16, 2019
SELL
$283.82 - $302.01 $88,551 - $94,227
-312 Reduced 32.6%
645 $191,000
Q2 2019

Aug 27, 2019
SELL
$274.57 - $295.86 $17,572 - $18,935
-64 Reduced 6.27%
957 $279,000
Q1 2019

Apr 18, 2019
SELL
$244.21 - $284.73 $9,035 - $10,535
-37 Reduced 3.5%
1,021 $294,000
Q4 2018

Feb 14, 2019
SELL
$234.34 - $291.73 $45,696 - $56,887
-195 Reduced 15.56%
1,058 $286,000
Q3 2018

Nov 15, 2018
BUY
$270.9 - $293.58 $3,792 - $4,110
14 Added 1.13%
1,253 $343,000
Q1 2018

May 15, 2018
BUY
$257.63 - $286.58 $1,030 - $1,146
4 Added 0.32%
1,239 $339,000
Q4 2017

Feb 26, 2018
BUY
$252.32 - $268.2 $56,772 - $60,345
225 Added 22.28%
1,235 $335,000
Q3 2017

Dec 05, 2017
BUY
$242.71 - $251.23 $245,137 - $253,742
1,010
1,010 $262,000

Others Institutions Holding SPY

# of Institutions
4,483
Shares Held
573M
Call Options Held
272M
Put Options Held
391M
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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