Barton Investment Management Spdr S&P 500 ETF Trust Transaction History

Barton Investment Management

$938 Million
Q4 2024

A detailed history of Barton Investment Management transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Barton Investment Management holds 839 shares of SPY stock, worth $504,926. This represents 0.05% of its overall portfolio holdings.

Number of Shares

839

Previous 839 -0.0%

Holding current value

$504,926

Previous $481,000 2.08%

% of portfolio

0.05%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$495.16 - $548.49 $96,556 - $106,955	-195 Reduced 18.86%	839 $456,000
Q1 2024 Apr 26, 2024	SELL	$467.28 - $523.17 $54,671 - $61,210	-117 Reduced 10.17%	1,034 $540,000
Q4 2023 Jan 24, 2024	SELL	$410.68 - $476.69 $98,563 - $114,405	-240 Reduced 17.25%	1,151 $547,000
Q3 2023 Oct 16, 2023	SELL	$425.88 - $457.79 $48,976 - $52,645	-115 Reduced 7.64%	1,391 $594,000
Q2 2023 Jul 24, 2023	SELL	$404.36 - $443.28 $74,402 - $81,563	-184 Reduced 10.89%	1,506 $667,000
Q1 2023 Apr 18, 2023	SELL	$379.5 - $416.78 $132,825 - $145,873	-350 Reduced 17.16%	1,690 $691,000
Q4 2022 Jan 26, 2023	BUY	$357.63 - $407.42 $729,565 - $831,136	2,040 New	2,040 $0

Others Institutions Holding SPY

# of Institutions

4,663

Shares Held

579M

Call Options Held

288M

Put Options Held

680M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Barton Investment Management Spdr S&P 500 ETF Trust Transaction History