A detailed history of Aaf Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Aaf Wealth Management, LLC holds 1,141 shares of SPY stock, worth $652,047. This represents 0.33% of its overall portfolio holdings.

Number of Shares
1,141
Previous 1,072 6.44%
Holding current value
$652,047
Previous $560,000 10.71%
% of portfolio
0.33%
Previous 0.32%

Shares

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

Jul 31, 2024

BUY
$495.16 - $548.49 $34,166 - $37,845
69 Added 6.44%
1,141 $620,000
Q1 2024

May 03, 2024

SELL
$467.28 - $523.17 $9,345 - $10,463
-20 Reduced 1.83%
1,072 $560,000
Q4 2023

Feb 07, 2024

BUY
$410.68 - $476.69 $821 - $953
2 Added 0.18%
1,092 $519,000
Q3 2023

Nov 14, 2023

BUY
$425.88 - $457.79 $851 - $915
2 Added 0.18%
1,090 $465,000
Q2 2023

Aug 10, 2023

BUY
$404.36 - $443.28 $404 - $443
1 Added 0.09%
1,088 $482,000
Q1 2023

May 04, 2023

SELL
$379.5 - $416.78 $12,144 - $13,336
-32 Reduced 2.86%
1,087 $445,000
Q4 2022

Feb 06, 2023

SELL
$357.63 - $407.42 $14,662 - $16,704
-41 Reduced 3.53%
1,119 $427,000
Q3 2022

Oct 28, 2022

SELL
$357.18 - $429.7 $45,361 - $54,571
-127 Reduced 9.87%
1,160 $414,000
Q2 2022

Aug 04, 2022

SELL
$365.86 - $456.8 $1,097 - $1,370
-3 Reduced 0.23%
1,287 $486,000
Q1 2022

Apr 29, 2022

BUY
$416.25 - $477.71 $72,011 - $82,643
173 Added 15.49%
1,290 $583,000
Q4 2021

Feb 10, 2022

BUY
$428.64 - $477.48 $857 - $954
2 Added 0.18%
1,117 $530,000
Q3 2021

Oct 28, 2021

BUY
$424.97 - $453.19 $424 - $453
1 Added 0.09%
1,115 $479,000
Q2 2021

Aug 09, 2021

BUY
$400.61 - $428.06 $801 - $856
2 Added 0.18%
1,114 $477,000
Q1 2021

May 04, 2021

BUY
$368.79 - $397.26 $1,106 - $1,191
3 Added 0.27%
1,112 $440,000
Q4 2020

Feb 11, 2021

BUY
$326.54 - $373.88 $362,132 - $414,632
1,109 New
1,109 $415,000

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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