Brickley Wealth Management Spdr S&P 500 ETF Trust Transaction History

Brickley Wealth Management

  • $490 Million
  • Q3 2024

A detailed history of Brickley Wealth Management transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Brickley Wealth Management holds 39,181 shares of SPY stock, worth $23.4 Million. This represents 4.59% of its overall portfolio holdings.

Number of Shares
39,181
Previous 40,595 3.48%
Holding current value
$23.4 Million
Previous $22.1 Million 1.77%
% of portfolio
4.59%
Previous 4.84%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$517.38 - $573.86 $731,575 - $811,438
-1,414 Reduced 3.48%
39,181 $22.5 Million
Q3 2023

Oct 27, 2023
BUY
$425.88 - $457.79 $788,303 - $847,369
1,851 Added 4.78%
40,595 $17.4 Million
Q1 2023

Apr 28, 2023
BUY
$379.5 - $416.78 $18,595 - $20,422
49 Added 0.13%
38,744 $15.9 Million
Q3 2022

Nov 01, 2022
SELL
$357.18 - $429.7 $357 - $429
-1 Reduced -0.0%
38,695 $13.8 Million
Q2 2022

Jul 29, 2022
BUY
$365.86 - $456.8 $4.41 Million - $5.5 Million
12,047 Added 45.21%
38,696 $14.6 Million
Q3 2021

Oct 26, 2021
BUY
$424.97 - $453.19 $38,672 - $41,240
91 Added 0.34%
26,649 $11.4 Million
Q4 2020

Jan 20, 2021
BUY
$326.54 - $373.88 $4.3 Million - $4.92 Million
13,172 Added 98.4%
26,558 $9.93 Million
Q3 2020

Oct 23, 2020
BUY
$310.52 - $357.7 $1.86 Million - $2.14 Million
5,990 Added 80.99%
13,386 $4.58 Million
Q2 2020

Aug 12, 2020
BUY
$246.15 - $323.2 $119,136 - $156,428
484 Added 7.0%
7,396 $2.28 Million
Q1 2020

May 13, 2020
BUY
$222.95 - $338.34 $467,303 - $709,160
2,096 Added 43.52%
6,912 $1.78 Million
Q4 2019

Jan 31, 2020
BUY
$288.06 - $322.94 $33,991 - $38,106
118 Added 2.51%
4,816 $1.55 Million
Q2 2019

Aug 09, 2019
SELL
$274.57 - $295.86 $274 - $295
-1 Reduced 0.02%
4,698 $1.38 Million
Q3 2018

Nov 13, 2018
BUY
$270.9 - $293.58 $1.27 Million - $1.38 Million
4,699 New
4,699 $1.37 Million

Others Institutions Holding SPY

# of Institutions
4,546
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 Brickley Wealth Management Portfolio

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

News

Stay updated on Brickley Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email