Yardley Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History

Yardley Wealth Management LLC

  • $206 Million
  • Q4 2024

A detailed history of Yardley Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Yardley Wealth Management LLC holds 8,501 shares of SPY stock, worth $5.1 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares
8,501
Previous 4,541 87.21%
Holding current value
$5.1 Million
Previous $2.61 Million 89.49%
% of portfolio
2.4%
Previous 1.55%

Shares

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

Feb 10, 2025
BUY
$567.81 - $607.81 $2.25 Million - $2.41 Million
3,960 Added 87.21%
8,501 $4.94 Million
Q3 2024

Nov 08, 2024
BUY
$517.38 - $573.86 $2.35 Million - $2.61 Million
4,541 New
4,541 $2.61 Million

Others Institutions Holding SPY

# of Institutions
4,981
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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