Whalen Wealth Management Inc. Spdr S&P 500 ETF Trust Transaction History

Whalen Wealth Management Inc.

  • $144 Billion
  • Q4 2024

A detailed history of Whalen Wealth Management Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 1,659 shares of SPY stock, worth $985,844. This represents 0.67% of its overall portfolio holdings.

Number of Shares
1,659
Previous 1,271 30.53%
Holding current value
$985,844
Previous $729 Million 33.33%
% of portfolio
0.67%
Previous 0.52%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$567.81 - $607.81 $220,310 - $235,830
388 Added 30.53%
1,659 $973 Million
Q3 2024

Nov 07, 2024
BUY
$517.38 - $573.86 $213,677 - $237,004
413 Added 48.14%
1,271 $729 Million
Q2 2024

Aug 01, 2024
BUY
$495.16 - $548.49 $41,098 - $45,524
83 Added 10.71%
858 $467 Million
Q1 2024

Apr 24, 2024
BUY
$467.28 - $523.17 $24,765 - $27,728
53 Added 7.34%
775 $405 Million
Q4 2023

Feb 13, 2024
BUY
$410.68 - $476.69 $296,510 - $344,170
722 New
722 $343 Million

Others Institutions Holding SPY

# of Institutions
4,983
Shares Held
598M
Call Options Held
370M
Put Options Held
676M
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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