Napa Wealth Management Spdr S&P 500 ETF Trust Transaction History

Napa Wealth Management

  • $148 Billion
  • Q2 2024

A detailed history of Napa Wealth Management transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Napa Wealth Management holds 1,309 shares of SPY stock, worth $745,881. This represents 0.48% of its overall portfolio holdings.

Number of Shares
1,309
Previous 1,372 4.59%
Holding current value
$745,881
Previous $718 Million 0.72%
% of portfolio
0.48%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$495.16 - $548.49 $31,195 - $34,554
-63 Reduced 4.59%
1,309 $712 Million
Q1 2024

Aug 14, 2024
SELL
$467.28 - $523.17 $45,326 - $50,747
-97 Reduced 6.6%
1,372 $718 Million
Q4 2023

Feb 22, 2024
BUY
$410.68 - $476.69 $603,288 - $700,257
1,469 New
1,469 $698 Million

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

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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