Wiser Wealth Management, Inc Spdr S&P 500 ETF Trust Transaction History

Wiser Wealth Management, Inc

$348 Million
Q3 2024

A detailed history of Wiser Wealth Management, Inc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 1,459 shares of SPY stock, worth $831,352. This represents 0.24% of its overall portfolio holdings.

Number of Shares

1,459

Previous 1,330 9.7%

Holding current value

$831,352

Previous $723,000 15.77%

% of portfolio

0.24%

Previous 0.22%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 03, 2024	BUY	$517.38 - $573.86 $66,742 - $74,027	129 Added 9.7%	1,459 $837,000
Q2 2024 Jul 22, 2024	SELL	$495.16 - $548.49 $9,903 - $10,969	-20 Reduced 1.48%	1,330 $723,000
Q4 2023 Jan 05, 2024	BUY	$410.68 - $476.69 $1,232 - $1,430	3 Added 0.22%	1,350 $641,000
Q3 2023 Oct 19, 2023	SELL	$425.88 - $457.79 $109,877 - $118,109	-258 Reduced 16.07%	1,347 $575,000
Q2 2023 Aug 01, 2023	SELL	$404.36 - $443.28 $63,080 - $69,151	-156 Reduced 8.86%	1,605 $711,000
Q1 2023 May 05, 2023	BUY	$379.5 - $416.78 $67,171 - $73,770	177 Added 11.17%	1,761 $720,000
Q4 2022 Feb 03, 2023	BUY	$357.63 - $407.42 $50,068 - $57,038	140 Added 9.7%	1,584 $605,000
Q3 2022 Oct 11, 2022	BUY	$357.18 - $429.7 $2,857 - $3,437	8 Added 0.56%	1,444 $516,000
Q2 2022 Jul 14, 2022	BUY	$365.86 - $456.8 $11,707 - $14,617	32 Added 2.28%	1,436 $542,000
Q1 2022 May 11, 2022	BUY	$416.25 - $477.71 $47,868 - $54,936	115 Added 8.92%	1,404 $634,000
Q4 2021 Jan 27, 2022	BUY	$428.64 - $477.48 $1,285 - $1,432	3 Added 0.23%	1,289 $612,000
Q4 2020 Feb 09, 2021	BUY	$326.54 - $373.88 $419,930 - $480,809	1,286 New	1,286 $481,000

Others Institutions Holding SPY

# of Institutions

4,493

Shares Held

572M

Call Options Held

272M

Put Options Held

391M

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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Wiser Wealth Management, Inc Spdr S&P 500 ETF Trust Transaction History