Wetzel Investment Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History

Wetzel Investment Advisors, Inc.

  • $194 Million
  • Q3 2024

A detailed history of Wetzel Investment Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 6,731 shares of SPY stock, worth $4.05 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
6,731
Previous 7,034 4.31%
Holding current value
$4.05 Million
Previous $3.83 Million 0.89%
% of portfolio
1.99%
Previous 2.2%

Shares

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

Oct 29, 2024
SELL
$517.38 - $573.86 $156,766 - $173,879
-303 Reduced 4.31%
6,731 $3.86 Million
Q2 2024

Aug 07, 2024
BUY
$495.16 - $548.49 $60,409 - $66,915
122 Added 1.77%
7,034 $3.83 Million
Q1 2024

Apr 23, 2024
SELL
$467.28 - $523.17 $85,512 - $95,740
-183 Reduced 2.58%
6,912 $3.62 Million
Q4 2023

Jan 31, 2024
BUY
$410.68 - $476.69 $2.91 Million - $3.38 Million
7,095 New
7,095 $3.37 Million

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
Track This Portfolio

Track Wetzel Investment Advisors, Inc. Portfolio

Follow Wetzel Investment Advisors, Inc. 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 Wetzel Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wetzel Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email