Shared Vision Wealth Group LLC Spdr S&P 500 ETF Trust Transaction History

Shared Vision Wealth Group LLC

  • $172 Billion
  • Q2 2024

A detailed history of Shared Vision Wealth Group LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 5,078 shares of SPY stock, worth $2.88 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
5,078
Previous 4,964 2.3%
Holding current value
$2.88 Million
Previous $2.6 Billion 6.44%
% of portfolio
1.61%
Previous 1.62%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
BUY
$495.16 - $548.49 $56,448 - $62,527
114 Added 2.3%
5,078 $2.76 Billion
Q4 2023

Feb 07, 2024
BUY
$410.68 - $476.69 $2.04 Million - $2.37 Million
4,964 New
4,964 $2.36 Billion

Others Institutions Holding SPY

# of Institutions
4,433
Shares Held
559M
Call Options Held
275M
Put Options Held
401M
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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