Amplius Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 11,207 shares of SPY stock, worth $6.63 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
11,207
Previous 11,227 0.18%
Holding current value
$6.63 Million
Previous $6.11 Million 5.27%
% of portfolio
0.79%
Previous 0.8%

Shares

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

Oct 16, 2024
SELL
$517.38 - $573.86 $10,347 - $11,477
-20 Reduced 0.18%
11,207 $6.43 Million
Q2 2024

Jul 22, 2024
SELL
$495.16 - $548.49 $27,233 - $30,166
-55 Reduced 0.49%
11,227 $6.11 Million
Q1 2024

Apr 16, 2024
SELL
$467.28 - $523.17 $415,411 - $465,098
-889 Reduced 7.3%
11,282 $5.9 Million
Q4 2023

Jan 10, 2024
BUY
$410.68 - $476.69 $248,461 - $288,397
605 Added 5.23%
12,171 $5.78 Million
Q3 2023

Oct 17, 2023
SELL
$425.88 - $457.79 $73,677 - $79,197
-173 Reduced 1.47%
11,566 $4.94 Million
Q2 2023

Jul 26, 2023
SELL
$404.36 - $443.28 $252,320 - $276,606
-624 Reduced 5.05%
11,739 $5.2 Million
Q1 2023

Apr 25, 2023
BUY
$379.5 - $416.78 $145,348 - $159,626
383 Added 3.2%
12,363 $5.06 Million
Q4 2022

Jan 19, 2023
BUY
$357.63 - $407.42 $37,193 - $42,371
104 Added 0.88%
11,980 $0
Q3 2022

Nov 10, 2022
BUY
$357.18 - $429.7 $285,744 - $343,760
800 Added 7.22%
11,876 $4.24 Million
Q2 2022

Jul 21, 2022
BUY
$365.86 - $456.8 $187,686 - $234,338
513 Added 4.86%
11,076 $4.18 Million
Q1 2022

May 09, 2022
BUY
$416.25 - $477.71 $416 - $477
1 Added 0.01%
10,563 $4.77 Million
Q4 2021

Jan 28, 2022
BUY
$428.64 - $477.48 $4.53 Million - $5.04 Million
10,562 New
10,562 $5.02 Million

Others Institutions Holding SPY

# of Institutions
4,553
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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