A detailed history of Blue Chip Wealth Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 20,407 shares of SPY stock, worth $12.2 Million. This represents 6.63% of its overall portfolio holdings.

Number of Shares
20,407
Previous 18,985 7.49%
Holding current value
$12.2 Million
Previous $10.9 Billion 9.77%
% of portfolio
6.63%
Previous 5.7%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025

BUY
$567.81 - $607.81 $807,425 - $864,305
1,422 Added 7.49%
20,407 $12 Billion
Q3 2024

Nov 14, 2024

BUY
$517.38 - $573.86 $1.06 Million - $1.18 Million
2,056 Added 12.14%
18,985 $10.9 Billion
Q2 2024

Aug 12, 2024

SELL
$495.16 - $548.49 $54,467 - $60,333
-110 Reduced 0.65%
16,929 $9.21 Billion
Q1 2024

Apr 30, 2024

SELL
$467.28 - $523.17 $298,591 - $334,305
-639 Reduced 3.61%
17,039 $8.91 Billion
Q4 2023

Mar 15, 2024

BUY
$410.68 - $476.69 $7.26 Million - $8.43 Million
17,678 New
17,678 $8.4 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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