Atlantic Edge Private Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Atlantic Edge Private Wealth Management, LLC

  • $323 Billion
  • Q4 2024

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 2,764 shares of SPY stock, worth $1.69 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
2,764
Previous 2,794 1.07%
Holding current value
$1.69 Million
Previous $1.6 Billion 1.05%
% of portfolio
0.5%
Previous 0.49%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$567.81 - $607.81 $17,034 - $18,234
-30 Reduced 1.07%
2,764 $1.62 Billion
Q3 2024

Nov 06, 2024
SELL
$517.38 - $573.86 $18,108 - $20,085
-35 Reduced 1.24%
2,794 $1.6 Billion
Q2 2024

Jul 26, 2024
BUY
$495.16 - $548.49 $4,951 - $5,484
10 Added 0.35%
2,829 $1.54 Billion
Q1 2024

May 08, 2024
SELL
$467.28 - $523.17 $9,345 - $10,463
-20 Reduced 0.7%
2,819 $1.47 Billion
Q4 2023

Feb 08, 2024
BUY
$410.68 - $476.69 $1.17 Million - $1.35 Million
2,839 New
2,839 $1.35 Billion

Others Institutions Holding SPY

# of Institutions
4,974
Shares Held
598M
Call Options Held
370M
Put Options Held
676M
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 Atlantic Edge Private Wealth Management, LLC Portfolio

Follow Atlantic Edge Private Wealth Management, 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 Atlantic Edge Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Edge Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email