Atlas Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History

Atlas Wealth Partners, LLC

  • $65.6 Million
  • Q3 2024

A detailed history of Atlas Wealth Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Atlas Wealth Partners, LLC holds 607 shares of SPY stock, worth $361,474. This represents 0.53% of its overall portfolio holdings.

Number of Shares
607
Previous 499 21.64%
Holding current value
$361,474
Previous $272,000 27.94%
% of portfolio
0.53%
Previous 1.15%

Shares

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

Oct 18, 2024
BUY
$517.38 - $573.86 $55,877 - $61,976
108 Added 21.64%
607 $348,000
Q2 2024

Jul 17, 2024
BUY
$495.16 - $548.49 $20,796 - $23,036
42 Added 9.19%
499 $272,000
Q1 2024

May 08, 2024
SELL
$467.28 - $523.17 $10,280 - $11,509
-22 Reduced 4.59%
457 $236,000
Q4 2023

Jan 29, 2024
BUY
$410.68 - $476.69 $196,715 - $228,334
479 New
479 $233,000
Q2 2023

Jul 25, 2023
BUY
$404.36 - $443.28 $179,535 - $196,816
444 New
444 $201,000

Others Institutions Holding SPY

# of Institutions
4,543
Shares Held
592M
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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