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 $30.4 Million. This represents 18.0% of its overall portfolio holdings.

Number of Shares

55,121

Previous 56,062 1.68%

Holding current value

$30.4 Million

Previous $26.6 Million 8.2%

% of portfolio

18.0%

Previous 18.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,336

Shares Held

584M

Call Options Held

250M

Put Options Held

483M

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