Westwood Wealth Management Spdr S&P 500 ETF Trust Transaction History

Westwood Wealth Management

$275 Million
Q4 2024

A detailed history of Westwood Wealth Management transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Westwood Wealth Management holds 2,276 shares of SPY stock, worth $1.39 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

2,276

Previous 2,251 1.11%

Holding current value

$1.39 Million

Previous $1.29 Million 3.25%

% of portfolio

0.48%

Previous 0.51%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$567.81 - $607.81 $14,195 - $15,195	25 Added 1.11%	2,276 $1.33 Million
Q1 2024 May 01, 2024	SELL	$467.28 - $523.17 $165,884 - $185,725	-355 Reduced 13.62%	2,251 $1.18 Million
Q4 2023 Feb 12, 2024	SELL	$410.68 - $476.69 $20,534 - $23,834	-50 Reduced 1.88%	2,606 $1.24 Million
Q3 2023 Nov 08, 2023	SELL	$425.88 - $457.79 $31,941 - $34,334	-75 Reduced 2.75%	2,656 $1.14 Million
Q1 2023 Apr 25, 2023	SELL	$379.5 - $416.78 $33,396 - $36,676	-88 Reduced 3.12%	2,731 $1.12 Million
Q4 2022 Feb 14, 2023	BUY	$357.63 - $407.42 $35,763 - $40,742	100 Added 3.68%	2,819 $1.08 Million
Q3 2022 Nov 14, 2022	SELL	$357.18 - $429.7 $8,929 - $10,742	-25 Reduced 0.91%	2,719 $971,000
Q2 2022 Aug 05, 2022	SELL	$365.86 - $456.8 $125,124 - $156,225	-342 Reduced 11.08%	2,744 $1.04 Million
Q1 2022 May 11, 2022	BUY	$416.25 - $477.71 $1.28 Million - $1.47 Million	3,086 New	3,086 $1.39 Million

Others Institutions Holding SPY

# of Institutions

4,872

Shares Held

599M

Call Options Held

303M

Put Options Held

673M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Westwood Wealth Management Spdr S&P 500 ETF Trust Transaction History