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

Brown Wealth Management, LLC

  • $277 Billion
  • Q3 2024

A detailed history of Brown Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Brown Wealth Management, LLC holds 608 shares of SPY stock, worth $363,298. This represents 0.13% of its overall portfolio holdings.

Number of Shares
608
Previous 646 5.88%
Holding current value
$363,298
Previous $352 Million 0.77%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Nov 14, 2024
SELL
$517.38 - $573.86 $19,660 - $21,806
-38 Reduced 5.88%
608 $349 Million
Q2 2024

Aug 13, 2024
SELL
$495.16 - $548.49 $8,912 - $9,872
-18 Reduced 2.71%
646 $352 Million
Q4 2023

Feb 14, 2024
SELL
$410.68 - $476.69 $54,209 - $62,923
-132 Reduced 16.58%
664 $316 Million
Q3 2023

Nov 14, 2023
BUY
$425.88 - $457.79 $23,423 - $25,178
55 Added 7.42%
796 $340 Million
Q2 2023

Aug 08, 2023
BUY
$404.36 - $443.28 $299,630 - $328,470
741 New
741 $328 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
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