A detailed history of Beverly Hills Private Wealth, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 437 shares of SPY stock, worth $242,382. This represents 0.05% of its overall portfolio holdings.

Number of Shares
437
Previous 437 -0.0%
Holding current value
$242,382
Previous $208 Million 10.23%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

BUY
$410.68 - $476.69 $179,467 - $208,313
437 New
437 $208 Million
Q4 2022

Feb 13, 2023

BUY
$357.63 - $407.42 $259,281 - $295,379
725 New
725 $277 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 Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, 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 Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.