A detailed history of Adapt Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 461 shares of SPY stock, worth $274,530. This represents 0.14% of its overall portfolio holdings.

Number of Shares
461
Previous 416 10.82%
Holding current value
$274,530
Previous $226 Million 16.83%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Nov 12, 2024

BUY
$517.38 - $573.86 $23,282 - $25,823
45 Added 10.82%
461 $265 Million
Q2 2024

Aug 06, 2024

BUY
$495.16 - $548.49 $205,986 - $228,171
416 New
416 $226 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Adapt Wealth Advisors, LLC Portfolio

Follow Adapt Wealth Advisors, 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 Adapt Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adapt Wealth Advisors, LLC with notifications on news.