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

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Modern Wealth Management, LLC holds 10,500 shares of SPY stock, worth $6.16 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,500
Previous 152,122 93.1%
Holding current value
$6.16 Million
Previous $82.8 Billion 99.82%
% of portfolio
0.01%
Previous 6.05%

Shares

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

Nov 05, 2024
SELL
$517.38 - $573.86 $4.26 Million - $4.73 Million
-8,240 Reduced 5.42%
143,882 $82.6 Billion
Q2 2024

Aug 07, 2024
BUY
$495.16 - $548.49 $1.06 Million - $1.18 Million
2,150 Added 1.43%
152,122 $82.8 Billion
Q1 2024

May 13, 2024
BUY
$467.28 - $523.17 $17.9 Million - $20.1 Million
38,341 Added 34.35%
149,972 $78.1 Billion
Q4 2023

Feb 14, 2024
BUY
$410.68 - $476.69 $45.8 Million - $53.2 Million
111,631 New
111,631 $53.1 Billion

Others Institutions Holding SPY

# of Institutions
4,552
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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