Great Point Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Great Point Wealth Advisors, LLC

  • $459 Million
  • Q3 2024

A detailed history of Great Point Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 675 shares of SPY stock, worth $401,969. This represents 0.08% of its overall portfolio holdings.

Number of Shares
675
Previous 675 -0.0%
Holding current value
$401,969
Previous $367,000 5.45%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Jul 29, 2024
BUY
$495.16 - $548.49 $139,635 - $154,674
282 Added 71.76%
675 $367,000
Q1 2024

May 09, 2024
SELL
$467.28 - $523.17 $15,420 - $17,264
-33 Reduced 7.75%
393 $205,000
Q4 2023

Jan 22, 2024
BUY
$410.68 - $476.69 $174,949 - $203,069
426 New
426 $202,000
Q1 2022

May 03, 2022
SELL
$416.25 - $477.71 $107,808 - $123,726
-259 Reduced 15.49%
1,413 $638,000
Q2 2021

Aug 12, 2021
BUY
$400.61 - $428.06 $21,632 - $23,115
54 Added 3.34%
1,672 $716,000
Q4 2020

Jan 29, 2021
SELL
$326.54 - $373.88 $173,392 - $198,530
-531 Reduced 24.71%
1,618 $604,000
Q2 2020

Jul 24, 2020
SELL
$246.15 - $323.2 $5,415 - $7,110
-22 Reduced 1.01%
2,149 $662,000
Q1 2020

May 13, 2020
SELL
$222.95 - $338.34 $26,308 - $39,924
-118 Reduced 5.16%
2,171 $559,000
Q4 2019

Feb 28, 2020
SELL
$288.06 - $322.94 $11,810 - $13,240
-41 Reduced 1.76%
2,289 $736,000
Q3 2019

Oct 17, 2019
SELL
$283.82 - $302.01 $41,153 - $43,791
-145 Reduced 5.86%
2,330 $691,000
Q2 2019

Aug 06, 2019
SELL
$274.57 - $295.86 $41,460 - $44,674
-151 Reduced 5.75%
2,475 $725,000
Q1 2019

May 15, 2019
SELL
$244.21 - $284.73 $90,113 - $105,065
-369 Reduced 12.32%
2,626 $741,000
Q4 2018

Feb 14, 2019
BUY
$234.34 - $291.73 $701,848 - $873,731
2,995 New
2,995 $748,000

Others Institutions Holding SPY

# of Institutions
4,543
Shares Held
592M
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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