Martel Wealth Advisors Inc Spdr S&P 500 ETF Trust Transaction History

Martel Wealth Advisors Inc

$489 Billion
Q3 2024

A detailed history of Martel Wealth Advisors Inc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 2,529 shares of SPY stock, worth $1.47 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

2,529

Previous 2,615 3.29%

Holding current value

$1.47 Million

Previous $1.42 Billion 1.86%

% of portfolio

0.3%

Previous 0.31%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$517.38 - $573.86 $44,494 - $49,351	-86 Reduced 3.29%	2,529 $1.45 Billion
Q2 2024 Oct 09, 2024	SELL	$495.16 - $548.49 $316,407 - $350,485	-639 Reduced 19.64%	2,615 $1.42 Billion
Q1 2024 Oct 09, 2024	SELL	$467.28 - $523.17 $934,092 - $1.05 Million	-1,999 Reduced 38.05%	3,254 $1.7 Billion
Q4 2023 Oct 09, 2024	SELL	$410.68 - $476.69 $114,579 - $132,996	-279 Reduced 5.04%	5,253 $2.5 Billion
Q3 2023 Oct 09, 2024	SELL	$425.88 - $457.79 $38,755 - $41,658	-91 Reduced 1.62%	5,532 $2.36 Billion
Q2 2023 Oct 09, 2024	SELL	$404.36 - $443.28 $44,883 - $49,204	-111 Reduced 1.94%	5,623 $2.49 Billion
Q1 2023 Oct 09, 2024	SELL	$379.5 - $416.78 $22,011 - $24,173	-58 Reduced 1.0%	5,734 $2.35 Billion
Q4 2022 Oct 09, 2024	BUY	$357.63 - $407.42 $229,598 - $261,563	642 Added 12.47%	5,792 $2.22 Billion
Q3 2022 Oct 09, 2024	BUY	$357.18 - $429.7 $20,002 - $24,063	56 Added 1.1%	5,150 $1.84 Billion
Q2 2022 Oct 09, 2024	SELL	$365.86 - $456.8 $53,781 - $67,149	-147 Reduced 2.8%	5,094 $1.92 Billion
Q1 2022 Oct 09, 2024	SELL	$416.25 - $477.71 $22,061 - $25,318	-53 Reduced 1.0%	5,241 $2.37 Billion
Q4 2021 Oct 09, 2024	SELL	$428.64 - $477.48 $42,864 - $47,748	-100 Reduced 1.85%	5,294 $2.51 Billion
Q3 2021 Oct 09, 2024	SELL	$424.97 - $453.19 $56,521 - $60,274	-133 Reduced 2.41%	5,394 $2.31 Billion
Q2 2021 Oct 09, 2024	SELL	$400.61 - $428.06 $69,305 - $74,054	-173 Reduced 3.04%	5,527 $2.37 Billion
Q1 2021 Oct 09, 2024	SELL	$368.79 - $397.26 $50,155 - $54,027	-136 Reduced 2.33%	5,700 $2.26 Billion
Q4 2020 Oct 09, 2024	BUY	$326.54 - $373.88 $1.91 Million - $2.18 Million	5,836 New	5,836 $2.18 Billion
Q3 2020 Oct 18, 2024	SELL	$310.52 - $357.7 $41,609 - $47,931	-134 Reduced 2.47%	5,290 $1.77 Billion
Q2 2020 Oct 18, 2024	BUY	$246.15 - $323.2 $17,722 - $23,270	72 Added 1.35%	5,424 $1.67 Billion
Q1 2020 Oct 18, 2024	SELL	$222.95 - $338.34 $24,970 - $37,894	-112 Reduced 2.05%	5,352 $1.38 Billion
Q4 2019 Oct 18, 2024	SELL	$288.06 - $322.94 $122,425 - $137,249	-425 Reduced 7.22%	5,464 $1.76 Billion
Q3 2019 Oct 18, 2024	SELL	$283.82 - $302.01 $25,259 - $26,878	-89 Reduced 1.49%	5,889 $1.75 Billion
Q2 2019 Oct 18, 2024	SELL	$274.57 - $295.86 $34,595 - $37,278	-126 Reduced 2.06%	5,978 $1.75 Billion
Q1 2019 Oct 18, 2024	SELL	$244.21 - $284.73 $451,300 - $526,181	-1,848 Reduced 23.24%	6,104 $1.72 Billion
Q4 2018 Oct 18, 2024	SELL	$234.34 - $291.73 $12,420 - $15,461	-53 Reduced 0.66%	7,952 $1.99 Billion
Q3 2018 Oct 18, 2024	BUY	$270.9 - $293.58 $1.48 Million - $1.61 Million	5,476 Added 216.53%	8,005 $2.33 Billion

Others Institutions Holding SPY

# of Institutions

4,452

Shares Held

559M

Call Options Held

275M

Put Options Held

401M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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Martel Wealth Advisors Inc Spdr S&P 500 ETF Trust Transaction History