Whitaker Myers Wealth Managers, Ltd. Spdr S&P 500 ETF Trust Transaction History

Whitaker Myers Wealth Managers, Ltd.

$301 Billion
Q3 2024

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 838 shares of SPY stock, worth $503,922. This represents 0.16% of its overall portfolio holdings.

Number of Shares

838

Previous 2,663 68.53%

Holding current value

$503,922

Previous $1.45 Billion 66.83%

% of portfolio

0.16%

Previous 0.54%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$517.38 - $573.86 $944,218 - $1.05 Million	-1,825 Reduced 68.53%	838 $481 Million
Q2 2024 Jul 26, 2024	SELL	$495.16 - $548.49 $109,430 - $121,216	-221 Reduced 7.66%	2,663 $1.45 Billion
Q1 2024 Apr 12, 2024	BUY	$467.28 - $523.17 $265,882 - $297,683	569 Added 24.58%	2,884 $1.51 Billion
Q4 2023 Jan 12, 2024	BUY	$410.68 - $476.69 $551,543 - $640,194	1,343 Added 138.17%	2,315 $1.1 Billion
Q3 2023 Oct 05, 2023	BUY	$425.88 - $457.79 $39,180 - $42,116	92 Added 10.45%	972 $415 Million
Q2 2023 Jul 13, 2023	BUY	$404.36 - $443.28 $808 - $886	2 Added 0.23%	880 $390 Million
Q1 2023 Apr 21, 2023	SELL	$379.5 - $416.78 $4,933 - $5,418	-13 Reduced 1.46%	878 $360 Million
Q4 2022 Apr 21, 2023	BUY	$357.63 - $407.42 $318,648 - $363,011	891 New	891 $341 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

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Whitaker Myers Wealth Managers, Ltd. Spdr S&P 500 ETF Trust Transaction History