Wealth Management Partners, LLC Spdr S&P 500 ETF Trust Transaction History

Wealth Management Partners, LLC

  • $213 Million
  • Q3 2024

A detailed history of Wealth Management Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Wealth Management Partners, LLC holds 5,023 shares of SPY stock, worth $3.02 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
5,023
Previous 5,489 8.49%
Holding current value
$3.02 Million
Previous $2.99 Million 3.52%
% of portfolio
1.35%
Previous 1.47%

Shares

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

Oct 21, 2024
SELL
$517.38 - $573.86 $241,099 - $267,418
-466 Reduced 8.49%
5,023 $2.88 Million
Q2 2024

Jul 12, 2024
BUY
$495.16 - $548.49 $990 - $1,096
2 Added 0.04%
5,489 $2.99 Million
Q1 2024

Apr 12, 2024
SELL
$467.28 - $523.17 $53,737 - $60,164
-115 Reduced 2.05%
5,487 $2.87 Million
Q4 2023

Jan 10, 2024
BUY
$410.68 - $476.69 $16,016 - $18,590
39 Added 0.7%
5,602 $2.66 Million
Q3 2023

Oct 24, 2023
SELL
$425.88 - $457.79 $47,272 - $50,814
-111 Reduced 1.96%
5,563 $2.38 Million
Q2 2023

Jul 24, 2023
BUY
$404.36 - $443.28 $44,883 - $49,204
111 Added 2.0%
5,674 $2.52 Million
Q1 2023

Apr 14, 2023
SELL
$379.5 - $416.78 $165,841 - $182,132
-437 Reduced 7.28%
5,563 $2.28 Million
Q3 2022

Oct 21, 2022
SELL
$357.18 - $429.7 $357,180 - $429,700
-1,000 Reduced 14.29%
6,000 $2.07 Million
Q2 2022

Jul 15, 2022
BUY
$365.86 - $456.8 $365,860 - $456,800
1,000 Added 16.67%
7,000 $2.4 Million
Q4 2021

Jan 19, 2022
BUY
$428.64 - $477.48 $25,289 - $28,171
59 Added 0.99%
6,000 $2.88 Million
Q3 2021

Oct 29, 2021
SELL
$424.97 - $453.19 $62,470 - $66,618
-147 Reduced 2.41%
5,941 $2.55 Million
Q2 2021

Jul 14, 2021
SELL
$400.61 - $428.06 $57,687 - $61,640
-144 Reduced 2.31%
6,088 $2.61 Million
Q1 2021

Apr 15, 2021
SELL
$368.79 - $397.26 $290,237 - $312,643
-787 Reduced 11.21%
6,232 $2.53 Million
Q4 2020

Feb 04, 2021
BUY
$326.54 - $373.88 $2.29 Million - $2.62 Million
7,019 New
7,019 $2.69 Million

Others Institutions Holding SPY

# of Institutions
4,553
Shares Held
593M
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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