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

Sterling Group Wealth Management, LLC

  • $192 Million
  • Q4 2024

A detailed history of Sterling Group Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 399 shares of SPY stock, worth $232,924. This represents 0.12% of its overall portfolio holdings.

Number of Shares
399
Previous 403 0.99%
Holding current value
$232,924
Previous $231,000 0.87%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Jan 17, 2025
SELL
$567.81 - $607.81 $2,271 - $2,431
-4 Reduced 0.99%
399 $233,000
Q2 2024

Jul 15, 2024
BUY
$495.16 - $548.49 $199,549 - $221,041
403 New
403 $219,000

Others Institutions Holding SPY

# of Institutions
4,991
Shares Held
598M
Call Options Held
370M
Put Options Held
676M
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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