A detailed history of 180 Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 951 shares of SPY stock, worth $574,679. This represents 0.09% of its overall portfolio holdings.

Number of Shares
951
Previous 951 -0.0%
Holding current value
$574,679
Previous $517,000 5.42%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jul 16, 2024

SELL
$495.16 - $548.49 $495 - $548
-1 Reduced 0.11%
951 $517,000
Q1 2024

Apr 15, 2024

SELL
$467.28 - $523.17 $11,682 - $13,079
-25 Reduced 2.56%
952 $497,000
Q4 2023

Jan 24, 2024

BUY
$410.68 - $476.69 $141,684 - $164,458
345 Added 54.59%
977 $464,000
Q2 2023

Jul 11, 2023

SELL
$404.36 - $443.28 $10,513 - $11,525
-26 Reduced 3.95%
632 $280,000
Q1 2023

Apr 07, 2023

SELL
$379.5 - $416.78 $3,036 - $3,334
-8 Reduced 1.2%
658 $269,000
Q2 2022

Jul 11, 2022

SELL
$365.86 - $456.8 $3,658 - $4,568
-10 Reduced 1.48%
666 $254,000
Q1 2022

Apr 22, 2022

BUY
$416.25 - $477.71 $24,975 - $28,662
60 Added 9.74%
676 $301,000
Q4 2021

Jan 26, 2022

SELL
$428.64 - $477.48 $428 - $477
-1 Reduced 0.16%
616 $270,000
Q1 2021

May 25, 2021

SELL
$368.79 - $397.26 $1,106 - $1,191
-3 Reduced 0.48%
617 $256,000
Q4 2020

Jan 27, 2021

SELL
$326.54 - $373.88 $4,571 - $5,234
-14 Reduced 2.21%
620 $235,000
Q3 2020

Oct 23, 2020

SELL
$310.52 - $357.7 $25,152 - $28,973
-81 Reduced 11.33%
634 $218,000
Q2 2020

Jul 21, 2020

BUY
$246.15 - $323.2 $175,997 - $231,088
715 New
715 $230,000
Q1 2020

Apr 09, 2020

SELL
$222.95 - $338.34 $162,976 - $247,326
-731 Closed
0 $0
Q2 2019

Aug 05, 2019

SELL
$274.57 - $295.86 $1,372 - $1,479
-5 Reduced 0.68%
731 $215,000
Q1 2019

May 14, 2019

BUY
$244.21 - $284.73 $179,738 - $209,561
736 New
736 $212,000

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 180 Wealth Advisors, LLC Portfolio

Follow 180 Wealth Advisors, 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 180 Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 180 Wealth Advisors, LLC with notifications on news.