A detailed history of Bkm Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 1,740 shares of SPY stock, worth $996,985. This represents 0.46% of its overall portfolio holdings.

Number of Shares
1,740
Previous 1,549 12.33%
Holding current value
$996,985
Previous $811 Million 16.87%
% of portfolio
0.46%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$495.16 - $548.49 $94,575 - $104,761
191 Added 12.33%
1,740 $947 Million
Q1 2024

Apr 18, 2024

SELL
$467.28 - $523.17 $449,056 - $502,766
-961 Reduced 38.29%
1,549 $811 Million
Q4 2023

Jan 10, 2024

BUY
$410.68 - $476.69 $1.03 Million - $1.2 Million
2,510 New
2,510 $1.19 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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