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

Amplius Wealth Advisors, LLC

$881 Million
Q1 2025

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 11,250 shares of SPY stock, worth $7.17 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

11,250

Previous 11,250 -0.0%

Holding current value

$7.17 Million

Previous $6.59 Million 4.55%

% of portfolio

0.71%

Previous 0.77%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$567.81 - $607.81 $24,415 - $26,135	43 Added 0.38%	11,250 $6.59 Million
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

5,106

Shares Held

594M

Call Options Held

389M

Put Options Held

675M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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