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

Aafmaa Wealth Management & Trust LLC

  • $223 Million
  • Q3 2024

A detailed history of Aafmaa Wealth Management & Trust LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Aafmaa Wealth Management & Trust LLC holds 20,178 shares of SPY stock, worth $12 Million. This represents 5.19% of its overall portfolio holdings.

Number of Shares
20,178
Previous 8,154 147.46%
Holding current value
$12 Million
Previous $4.44 Million 160.96%
% of portfolio
5.19%
Previous 2.21%

Shares

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

Oct 16, 2024
BUY
$517.38 - $573.86 $6.22 Million - $6.9 Million
12,024 Added 147.46%
20,178 $11.6 Million
Q2 2024

Jul 19, 2024
BUY
$495.16 - $548.49 $3.61 Million - $4 Million
7,294 Added 848.14%
8,154 $4.44 Million
Q4 2023

Feb 12, 2024
BUY
$410.68 - $476.69 $1,642 - $1,906
4 Added 0.47%
860 $408,000
Q2 2023

Aug 04, 2023
SELL
$404.36 - $443.28 $24,665 - $27,040
-61 Reduced 6.65%
856 $379,000
Q1 2023

Apr 27, 2023
SELL
$379.5 - $416.78 $5,692 - $6,251
-15 Reduced 1.61%
917 $375,000
Q4 2022

Jan 27, 2023
SELL
$357.63 - $407.42 $3,576 - $4,074
-10 Reduced 1.06%
932 $0
Q3 2022

Nov 08, 2022
BUY
$357.18 - $429.7 $336,463 - $404,777
942 New
942 $336,000
Q2 2022

Aug 12, 2022
SELL
$365.86 - $456.8 $4.12 Million - $5.15 Million
-11,273 Closed
0 $0
Q1 2022

Apr 07, 2022
BUY
$416.25 - $477.71 $3.94 Million - $4.52 Million
9,461 Added 522.13%
11,273 $5.09 Million
Q4 2021

Jan 20, 2022
BUY
$428.64 - $477.48 $86,156 - $95,973
201 Added 12.48%
1,812 $861,000
Q3 2021

Oct 12, 2021
SELL
$424.97 - $453.19 $83,294 - $88,825
-196 Reduced 10.85%
1,611 $691,000
Q2 2021

Jul 29, 2021
SELL
$400.61 - $428.06 $23,635 - $25,255
-59 Reduced 3.16%
1,807 $774,000
Q1 2021

Apr 29, 2021
BUY
$368.79 - $397.26 $179,600 - $193,465
487 Added 35.32%
1,866 $739,000
Q4 2020

Feb 12, 2021
BUY
$326.54 - $373.88 $450,298 - $515,580
1,379 New
1,379 $515,000

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
Track This Portfolio

Track Aafmaa Wealth Management & Trust LLC Portfolio

Follow Aafmaa Wealth Management & Trust 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 Aafmaa Wealth Management & Trust LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aafmaa Wealth Management & Trust LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email