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

Boyd Wealth Management, LLC

  • $197 Million
  • Q3 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 789 shares of SPY stock, worth $476,784. This represents 0.23% of its overall portfolio holdings.

Number of Shares
789
Previous 789 -0.0%
Holding current value
$476,784
Previous $429,000 5.36%
% of portfolio
0.23%
Previous 0.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,552
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Boyd Wealth Management, LLC Portfolio

Follow Boyd Wealth Management, 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 Boyd Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boyd Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email