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

Rockline Wealth Management, LLC

  • $354 Billion
  • Q3 2024

A detailed history of Rockline Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Rockline Wealth Management, LLC holds 2,141 shares of SPY stock, worth $1.27 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
2,141
Previous 2,478 13.6%
Holding current value
$1.27 Million
Previous $1.35 Billion 8.91%
% of portfolio
0.35%
Previous 0.42%

Shares

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

Oct 17, 2024
SELL
$517.38 - $573.86 $174,357 - $193,390
-337 Reduced 13.6%
2,141 $1.23 Billion
Q2 2024

Aug 01, 2024
BUY
$495.16 - $548.49 $642,717 - $711,940
1,298 Added 110.0%
2,478 $1.35 Billion
Q1 2024

May 01, 2024
SELL
$467.28 - $523.17 $595,314 - $666,518
-1,274 Reduced 51.92%
1,180 $617 Million
Q4 2023

Jan 12, 2024
BUY
$410.68 - $476.69 $1.01 Million - $1.17 Million
2,454 New
2,454 $1.17 Billion

Others Institutions Holding SPY

# of Institutions
4,553
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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