Twin Peaks Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Twin Peaks Wealth Advisors, LLC

  • $217 Billion
  • Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 7,791 shares of SPY stock, worth $4.71 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares
7,791
Previous 8,360 6.81%
Holding current value
$4.71 Million
Previous $4.55 Billion 1.74%
% of portfolio
2.06%
Previous 2.27%

Shares

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

Oct 25, 2024
SELL
$517.38 - $573.86 $294,389 - $326,526
-569 Reduced 6.81%
7,791 $4.47 Billion
Q2 2024

Jul 31, 2024
SELL
$495.16 - $548.49 $154,489 - $171,128
-312 Reduced 3.6%
8,360 $4.55 Billion
Q1 2024

Apr 23, 2024
BUY
$467.28 - $523.17 $335,507 - $375,636
718 Added 9.03%
8,672 $4.54 Billion
Q4 2023

Jan 17, 2024
BUY
$410.68 - $476.69 $3.27 Million - $3.79 Million
7,954 New
7,954 $3.78 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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