Avaii Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Avaii Wealth Management, LLC

  • $182 Million
  • Q4 2024

A detailed history of Avaii Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 1,148 shares of SPY stock, worth $699,993. This represents 0.37% of its overall portfolio holdings.

Number of Shares
1,148
Previous 1,162 1.2%
Holding current value
$699,993
Previous $666,000 0.9%
% of portfolio
0.37%
Previous 0.37%

Shares

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

Jan 21, 2025
SELL
$567.81 - $607.81 $7,949 - $8,509
-14 Reduced 1.2%
1,148 $672,000
Q2 2024

Jul 31, 2024
BUY
$495.16 - $548.49 $990 - $1,096
2 Added 0.17%
1,162 $632,000
Q1 2024

Apr 29, 2024
BUY
$467.28 - $523.17 $205,135 - $229,671
439 Added 60.89%
1,160 $606,000
Q3 2023

Oct 24, 2023
BUY
$425.88 - $457.79 $2,129 - $2,288
5 Added 0.7%
721 $308,000
Q3 2022

Nov 14, 2022
BUY
$357.18 - $429.7 $11,429 - $13,750
32 Added 4.68%
716 $256,000
Q4 2021

Feb 14, 2022
BUY
$428.64 - $477.48 $293,189 - $326,596
684 New
684 $325,000

Others Institutions Holding SPY

# of Institutions
4,603
Shares Held
577M
Call Options Held
285M
Put Options Held
655M
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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