Bromfield Sneider Wealth Advisors Spdr S&P 500 ETF Trust Transaction History

Bromfield Sneider Wealth Advisors

  • $160 Million
  • Q1 2024

A detailed history of Bromfield Sneider Wealth Advisors transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 55,121 shares of SPY stock, worth $36.9 Million. This represents 18.0% of its overall portfolio holdings.

Number of Shares
55,121
Previous 56,062 1.68%
Holding current value
$36.9 Million
Previous $26.6 Million 8.2%
% of portfolio
18.0%
Previous 18.17%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024
SELL
$467.28 - $523.17 $439,710 - $492,302
-941 Reduced 1.68%
55,121 $28.8 Million
Q4 2023

Jan 05, 2024
SELL
$410.68 - $476.69 $222,588 - $258,365
-542 Reduced 0.96%
56,062 $26.6 Million
Q3 2023

Oct 04, 2023
SELL
$425.88 - $457.79 $668,205 - $718,272
-1,569 Reduced 2.7%
56,604 $24.2 Million
Q2 2023

Jul 17, 2023
SELL
$404.36 - $443.28 $403,146 - $441,950
-997 Reduced 1.68%
58,173 $25.8 Million
Q1 2023

Apr 06, 2023
BUY
$379.5 - $416.78 $46,678 - $51,263
123 Added 0.21%
59,170 $24.2 Million
Q4 2022

Jan 09, 2023
BUY
$357.63 - $407.42 $31,113 - $35,445
87 Added 0.15%
59,047 $0
Q3 2022

Oct 07, 2022
BUY
$357.18 - $429.7 $37,861 - $45,548
106 Added 0.18%
58,960 $21.1 Million
Q2 2022

Jul 06, 2022
SELL
$365.86 - $456.8 $205,247 - $256,264
-561 Reduced 0.94%
58,854 $22.2 Million
Q1 2022

Apr 12, 2022
SELL
$416.25 - $477.71 $692,640 - $794,909
-1,664 Reduced 2.72%
59,415 $26.8 Million
Q4 2021

Jan 14, 2022
BUY
$428.64 - $477.48 $26.2 Million - $29.2 Million
61,079 New
61,079 $29 Million

Others Institutions Holding SPY

# of Institutions
5,190
Shares Held
643M
Call Options Held
380M
Put Options Held
723M
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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