A detailed history of Angeles Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 43,722 shares of SPY stock, worth $25.6 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
43,722
Previous 44,490 1.73%
Holding current value
$25.6 Million
Previous $24.2 Million 3.63%
% of portfolio
2.17%
Previous 2.28%

Shares

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

Oct 29, 2024

SELL
$517.38 - $573.86 $397,347 - $440,724
-768 Reduced 1.73%
43,722 $25.1 Million
Q2 2024

Aug 07, 2024

SELL
$495.16 - $548.49 $445,148 - $493,092
-899 Reduced 1.98%
44,490 $24.2 Million
Q1 2024

May 08, 2024

BUY
$467.28 - $523.17 $1.3 Million - $1.45 Million
2,773 Added 6.51%
45,389 $23.7 Million
Q4 2023

Feb 13, 2024

BUY
$410.68 - $476.69 $494,869 - $574,411
1,205 Added 2.91%
42,616 $20.3 Million
Q3 2023

Oct 27, 2023

SELL
$425.88 - $457.79 $41,736 - $44,863
-98 Reduced 0.24%
41,411 $17.7 Million
Q1 2023

May 11, 2023

SELL
$379.5 - $416.78 $9,867 - $10,836
-26 Reduced 0.06%
41,509 $17 Million
Q4 2022

Feb 14, 2023

SELL
$357.63 - $407.42 $2.39 Million - $2.72 Million
-6,679 Reduced 13.85%
41,535 $15.9 Million
Q3 2022

Nov 03, 2022

BUY
$357.18 - $429.7 $2.04 Million - $2.46 Million
5,715 Added 13.45%
48,214 $17.2 Million
Q2 2022

Aug 04, 2022

SELL
$365.86 - $456.8 $127,319 - $158,966
-348 Reduced 0.81%
42,499 $16 Million
Q1 2022

May 16, 2022

BUY
$416.25 - $477.71 $17.8 Million - $20.5 Million
42,847 New
42,847 $19.4 Million

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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