A detailed history of Bip Wealth, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Bip Wealth, LLC holds 539,038 shares of SPY stock, worth $300 Million. This represents 20.62% of its overall portfolio holdings.

Number of Shares
539,038
Previous 569,525 5.35%
Holding current value
$300 Million
Previous $271 Billion 4.16%
% of portfolio
20.62%
Previous 21.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$467.28 - $523.17 $14.2 Million - $15.9 Million
-30,487 Reduced 5.35%
539,038 $282 Billion
Q4 2023

Feb 02, 2024

BUY
$410.68 - $476.69 $7.35 Million - $8.53 Million
17,893 Added 3.24%
569,525 $271 Billion
Q3 2023

Nov 09, 2023

SELL
$425.88 - $457.79 $15.6 Million - $16.7 Million
-36,572 Reduced 6.22%
551,632 $236 Billion
Q2 2023

Jul 27, 2023

BUY
$404.36 - $443.28 $890,400 - $976,102
2,202 Added 0.38%
588,204 $261 Billion
Q1 2023

May 10, 2023

BUY
$379.5 - $416.78 $222 Million - $244 Million
586,002 New
586,002 $240 Billion

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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