Up Strategic Wealth Investment Advisors LLC Spdr S&P 500 ETF Trust Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $89.3 Billion
  • Q3 2024

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 695 shares of SPY stock, worth $413,879. This represents 0.45% of its overall portfolio holdings.

Number of Shares
695
Previous 695 -0.0%
Holding current value
$413,879
Previous $378 Million 5.43%
% of portfolio
0.45%
Previous 0.57%

Shares

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

Aug 12, 2024
SELL
$495.16 - $548.49 $12,874 - $14,260
-26 Reduced 3.61%
695 $378 Million
Q1 2024

May 15, 2024
BUY
$467.28 - $523.17 $336,908 - $377,205
721 New
721 $377 Million

Others Institutions Holding SPY

# of Institutions
4,543
Shares Held
592M
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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