Avondale Wealth Management Spdr S&P 500 ETF Trust Transaction History

Avondale Wealth Management

  • $150 Million
  • Q4 2024

A detailed history of Avondale Wealth Management transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Avondale Wealth Management holds 742 shares of SPY stock, worth $415,067. This represents 0.29% of its overall portfolio holdings.

Number of Shares
742
Previous 742 -0.0%
Holding current value
$415,067
Previous $425,000 2.12%
% of portfolio
0.29%
Previous 0.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 10, 2023
BUY
$425.88 - $457.79 $65,585 - $70,499
154 Added 26.19%
742 $317,000
Q2 2023

Jul 06, 2023
BUY
$404.36 - $443.28 $116,455 - $127,664
288 Added 96.0%
588 $260,000
Q2 2022

Jul 11, 2022
SELL
$365.86 - $456.8 $91,465 - $114,200
-250 Reduced 45.45%
300 $113,000
Q1 2022

Apr 12, 2022
BUY
$416.25 - $477.71 $104,062 - $119,427
250 Added 83.33%
550 $248,000
Q4 2018

Jan 23, 2019
BUY
$234.34 - $291.73 $70,302 - $87,519
300 New
300 $75,000

Others Institutions Holding SPY

# of Institutions
5,026
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 Avondale Wealth Management Portfolio

Follow Avondale Wealth Management 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 Avondale Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Avondale Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email