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

49 Wealth Management, LLC

  • $702 Billion
  • Q4 2024

A detailed history of 49 Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, 49 Wealth Management, LLC holds 1,522 shares of SPY stock, worth $913,108. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,522
Previous 2,622 41.95%
Holding current value
$913,108
Previous $1.5 Billion 40.72%
% of portfolio
0.13%
Previous 0.25%

Shares

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

Feb 14, 2025
SELL
$567.81 - $607.81 $624,590 - $668,590
-1,100 Reduced 41.95%
1,522 $892 Million
Q3 2024

Nov 12, 2024
BUY
$517.38 - $573.86 $75,537 - $83,783
146 Added 5.9%
2,622 $1.5 Billion
Q2 2024

Jul 30, 2024
BUY
$495.16 - $548.49 $75,759 - $83,918
153 Added 6.59%
2,476 $1.35 Billion
Q1 2024

May 07, 2024
BUY
$467.28 - $523.17 $74,764 - $83,707
160 Added 7.4%
2,323 $1.21 Billion
Q4 2023

May 07, 2024
BUY
$410.68 - $476.69 $888,300 - $1.03 Million
2,163 New
2,163 $1.03 Billion

Others Institutions Holding SPY

# of Institutions
4,981
Shares Held
598M
Call Options Held
370M
Put Options Held
676M
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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