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

Wiser Wealth Management, Inc

  • $354 Million
  • Q4 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 1,448 shares of SPY stock, worth $814,948. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,448
Previous 1,459 0.75%
Holding current value
$814,948
Previous $837,000 1.31%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Jan 14, 2025
SELL
$567.81 - $607.81 $6,245 - $6,685
-11 Reduced 0.75%
1,448 $848,000
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
5,011
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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