A detailed history of Avid Wealth Partners LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Avid Wealth Partners LLC holds 756 shares of SPY stock, worth $451,732. This represents 0.31% of its overall portfolio holdings.

Number of Shares
756
Previous 766 1.31%
Holding current value
$451,732
Previous $417 Million 4.05%
% of portfolio
0.31%
Previous 0.32%

Shares

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

Nov 01, 2024

SELL
$517.38 - $573.86 $5,173 - $5,738
-10 Reduced 1.31%
756 $434 Million
Q2 2024

Jul 19, 2024

SELL
$495.16 - $548.49 $84,672 - $93,791
-171 Reduced 18.25%
766 $417 Million
Q4 2023

Jan 23, 2024

BUY
$410.68 - $476.69 $384,807 - $446,658
937 New
937 $445 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Avid Wealth Partners LLC Portfolio

Follow Avid Wealth Partners 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 Avid Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avid Wealth Partners LLC with notifications on news.