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

Bkm Wealth Management, LLC

  • $244 Billion
  • Q4 2024

A detailed history of Bkm Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 1,573 shares of SPY stock, worth $949,085. This represents 0.38% of its overall portfolio holdings.

Number of Shares
1,573
Previous 1,738 9.49%
Holding current value
$949,085
Previous $997 Million 7.55%
% of portfolio
0.38%
Previous 0.41%

Shares

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

Jan 31, 2025
SELL
$567.81 - $607.81 $93,688 - $100,288
-165 Reduced 9.49%
1,573 $922 Million
Q3 2024

Oct 23, 2024
SELL
$517.38 - $573.86 $1,034 - $1,147
-2 Reduced 0.11%
1,738 $997 Million
Q2 2024

Jul 24, 2024
BUY
$495.16 - $548.49 $94,575 - $104,761
191 Added 12.33%
1,740 $947 Million
Q1 2024

Apr 18, 2024
SELL
$467.28 - $523.17 $449,056 - $502,766
-961 Reduced 38.29%
1,549 $811 Million
Q4 2023

Jan 10, 2024
BUY
$410.68 - $476.69 $1.03 Million - $1.2 Million
2,510 New
2,510 $1.19 Billion

Others Institutions Holding SPY

# of Institutions
4,829
Shares Held
583M
Call Options Held
305M
Put Options Held
688M
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
Track This Portfolio

Track Bkm Wealth Management, LLC Portfolio

Follow Bkm Wealth Management, 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 Bkm Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bkm Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email