Brass Tax Wealth Management, Inc Spdr S&P 500 ETF Trust Transaction History

Brass Tax Wealth Management, Inc

  • $476 Billion
  • Q1 2025

A detailed history of Brass Tax Wealth Management, Inc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 9,210 shares of SPY stock, worth $5.11 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
9,210
Previous 9,003 2.3%
Holding current value
$5.11 Million
Previous $5.28 Billion 2.36%
% of portfolio
1.08%
Previous 1.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$551.42 - $612.93 $114,143 - $126,876
207 Added 2.3%
9,210 $5.15 Billion
Q4 2024

Apr 29, 2025
BUY
$567.81 - $607.81 $105,044 - $112,444
185 Added 2.1%
9,003 $5.28 Billion
Q3 2024

Apr 29, 2025
BUY
$517.38 - $573.86 $4.2 Million - $4.66 Million
8,118 Added 1159.71%
8,818 $5.06 Billion
Q3 2024

Dec 12, 2024
BUY
$517.38 - $573.86 $1,034 - $1,147
2 Added 0.29%
700 $401,000
Q2 2024

Dec 12, 2024
BUY
$495.16 - $548.49 $345,621 - $382,846
698 New
698 $380 Million

Others Institutions Holding SPY

# of Institutions
5,029
Shares Held
598M
Call Options Held
370M
Put Options Held
676M
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
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