Boyd Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Boyd Wealth Management, LLC

$203 Million
Q4 2024

A detailed history of Boyd Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Boyd Wealth Management, LLC holds 883 shares of SPY stock, worth $515,468. This represents 0.26% of its overall portfolio holdings.

Number of Shares

883

Previous 789 11.91%

Holding current value

$515,468

Previous $452,000 14.38%

% of portfolio

0.26%

Previous 0.23%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$567.81 - $607.81 $53,374 - $57,134	94 Added 11.91%	883 $517,000
Q2 2024 Jul 24, 2024	SELL	$495.16 - $548.49 $700,651 - $776,113	-1,415 Reduced 64.2%	789 $429,000
Q1 2024 Apr 24, 2024	BUY	$467.28 - $523.17 $2,336 - $2,615	5 Added 0.23%	2,204 $1.15 Million
Q3 2023 Oct 25, 2023	BUY	$425.88 - $457.79 $5,962 - $6,409	14 Added 0.64%	2,199 $940,000
Q2 2023 Jul 20, 2023	BUY	$404.36 - $443.28 $2,021 - $2,216	5 Added 0.23%	2,185 $968,000
Q1 2023 Apr 20, 2023	SELL	$379.5 - $416.78 $7,969 - $8,752	-21 Reduced 0.95%	2,180 $892,000
Q4 2022 Jan 20, 2023	BUY	$357.63 - $407.42 $35,405 - $40,334	99 Added 4.71%	2,201 $0
Q3 2022 Oct 17, 2022	SELL	$357.18 - $429.7 $32,503 - $39,102	-91 Reduced 4.15%	2,102 $751,000
Q2 2022 Aug 03, 2022	SELL	$365.86 - $456.8 $112,684 - $140,694	-308 Reduced 12.32%	2,193 $827,000
Q1 2022 Apr 29, 2022	BUY	$416.25 - $477.71 $2,913 - $3,343	7 Added 0.28%	2,501 $1.13 Million
Q4 2021 Feb 07, 2022	BUY	$428.64 - $477.48 $1.07 Million - $1.19 Million	2,494 New	2,494 $1.19 Million

Others Institutions Holding SPY

# of Institutions

4,991

Shares Held

598M

Call Options Held

370M

Put Options Held

676M

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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Boyd Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History