Adamsbrown Wealth Consultants LLC Spdr S&P 500 ETF Trust Transaction History

Adamsbrown Wealth Consultants LLC

  • $288 Million
  • Q3 2024

A detailed history of Adamsbrown Wealth Consultants LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 822 shares of SPY stock, worth $481,922. This represents 0.16% of its overall portfolio holdings.

Number of Shares
822
Previous 820 0.24%
Holding current value
$481,922
Previous $446,000 5.61%
% of portfolio
0.16%
Previous 0.17%

Shares

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

Oct 11, 2024
BUY
$517.38 - $573.86 $1,034 - $1,147
2 Added 0.24%
822 $471,000
Q2 2024

Jul 12, 2024
BUY
$495.16 - $548.49 $5,941 - $6,581
12 Added 1.49%
820 $446,000
Q1 2024

Apr 30, 2024
BUY
$467.28 - $523.17 $934 - $1,046
2 Added 0.25%
808 $422,000
Q4 2023

Jan 29, 2024
BUY
$410.68 - $476.69 $821 - $953
2 Added 0.25%
806 $383,000
Q3 2023

Oct 24, 2023
BUY
$425.88 - $457.79 $851 - $915
2 Added 0.25%
804 $343,000
Q2 2023

Jul 12, 2023
SELL
$404.36 - $443.28 $60,654 - $66,492
-150 Reduced 15.76%
802 $355,000
Q1 2023

May 10, 2023
SELL
$379.5 - $416.78 $8,728 - $9,585
-23 Reduced 2.36%
952 $389,000
Q4 2022

Jan 27, 2023
SELL
$357.63 - $407.42 $183,464 - $209,006
-513 Reduced 34.48%
975 $0
Q3 2022

Oct 26, 2022
BUY
$357.18 - $429.7 $39,646 - $47,696
111 Added 8.06%
1,488 $531,000
Q2 2022

Jul 27, 2022
SELL
$365.86 - $456.8 $49,391 - $61,668
-135 Reduced 8.93%
1,377 $519,000
Q1 2022

May 16, 2022
SELL
$416.25 - $477.71 $80,752 - $92,675
-194 Reduced 11.37%
1,512 $683,000
Q4 2021

Feb 17, 2022
BUY
$428.64 - $477.48 $731,259 - $814,580
1,706 New
1,706 $811,000

Others Institutions Holding SPY

# of Institutions
4,552
Shares Held
593M
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
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