A detailed history of Aegis Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Aegis Wealth Management LLC holds 7,470 shares of SPY stock, worth $4.3 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares
7,470
Holding current value
$4.3 Million
% of portfolio
2.96%

Shares

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

Mar 07, 2025

BUY
$567.81 - $607.81 $4.24 Million - $4.54 Million
7,470 New
7,470 $4.38 Billion

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Aegis Wealth Management LLC Portfolio

Follow Aegis Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aegis Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aegis Wealth Management LLC with notifications on news.