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 $433,157. This represents 0.29% of its overall portfolio holdings.

Number of Shares
742
Previous 742 -0.0%
Holding current value
$433,157
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
4,991
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
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