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

Dynasty Wealth Management, LLC

  • $3.31 Trillion
  • Q3 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 520,043 shares of SPY stock, worth $304 Million. This represents 3.51% of its overall portfolio holdings.

Number of Shares
520,043
Previous 124,992 316.06%
Holding current value
$304 Million
Previous $68 Billion 70.61%
% of portfolio
3.51%
Previous 2.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$517.38 - $573.86 $204 Million - $227 Million
395,051 Added 316.06%
520,043 $116 Billion
Q2 2024

Aug 12, 2024
BUY
$495.16 - $548.49 $3.03 Million - $3.36 Million
6,128 Added 5.16%
124,992 $68 Billion
Q1 2024

May 15, 2024
BUY
$467.28 - $523.17 $55.5 Million - $62.2 Million
118,864 New
118,864 $62.2 Billion

Others Institutions Holding SPY

# of Institutions
4,554
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
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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