Burt Wealth Advisors Spdr S&P 500 ETF Trust Transaction History

Burt Wealth Advisors

  • $395 Million
  • Q4 2024

A detailed history of Burt Wealth Advisors transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Burt Wealth Advisors holds 44,198 shares of SPY stock, worth $23.8 Million. This represents 6.57% of its overall portfolio holdings.

Number of Shares
44,198
Previous 46,723 5.4%
Holding current value
$23.8 Million
Previous $26.8 Million 3.39%
% of portfolio
6.57%
Previous 6.72%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$567.81 - $607.81 $1.43 Million - $1.53 Million
-2,525 Reduced 5.4%
44,198 $25.9 Million
Q3 2024

Oct 31, 2024
SELL
$517.38 - $573.86 $523,588 - $580,746
-1,012 Reduced 2.12%
46,723 $26.8 Million
Q2 2024

Jul 16, 2024
SELL
$495.16 - $548.49 $2.56 Million - $2.84 Million
-5,171 Reduced 9.77%
47,735 $26 Million
Q1 2024

Apr 18, 2024
BUY
$467.28 - $523.17 $1.96 Million - $2.2 Million
4,205 Added 8.63%
52,906 $27.7 Million
Q4 2023

Feb 01, 2024
SELL
$410.68 - $476.69 $435,731 - $505,768
-1,061 Reduced 2.13%
48,701 $23.1 Million
Q3 2023

Oct 11, 2023
SELL
$425.88 - $457.79 $124,782 - $134,132
-293 Reduced 0.59%
49,762 $21.3 Million
Q2 2023

Jul 18, 2023
SELL
$404.36 - $443.28 $174,279 - $191,053
-431 Reduced 0.85%
50,055 $22.2 Million
Q1 2023

Apr 13, 2023
SELL
$379.5 - $416.78 $332,821 - $365,516
-877 Reduced 1.71%
50,486 $20.7 Million
Q4 2022

Jan 17, 2023
SELL
$357.63 - $407.42 $256,420 - $292,120
-717 Reduced 1.38%
51,363 $19.6 Million
Q3 2022

Oct 11, 2022
SELL
$357.18 - $429.7 $205,378 - $247,077
-575 Reduced 1.09%
52,080 $18.6 Million
Q2 2022

Jul 29, 2022
SELL
$365.86 - $456.8 $102,074 - $127,447
-279 Reduced 0.53%
52,655 $19.9 Million
Q1 2022

Apr 19, 2022
SELL
$416.25 - $477.71 $324,675 - $372,613
-780 Reduced 1.45%
52,934 $23.9 Million
Q4 2021

Jan 13, 2022
SELL
$428.64 - $477.48 $1.5 Million - $1.67 Million
-3,490 Reduced 6.1%
53,714 $25.5 Million
Q3 2021

Oct 06, 2021
SELL
$424.97 - $453.19 $481,066 - $513,011
-1,132 Reduced 1.94%
57,204 $24.5 Million
Q2 2021

Jul 14, 2021
SELL
$400.61 - $428.06 $986,702 - $1.05 Million
-2,463 Reduced 4.05%
58,336 $25 Million
Q1 2021

Apr 15, 2021
SELL
$368.79 - $397.26 $296,138 - $318,999
-803 Reduced 1.3%
60,799 $24.1 Million
Q4 2020

Feb 11, 2021
SELL
$326.54 - $373.88 $397,072 - $454,638
-1,216 Reduced 1.94%
61,602 $23 Million
Q3 2020

Nov 10, 2020
SELL
$310.52 - $357.7 $709,538 - $817,344
-2,285 Reduced 3.51%
62,818 $21 Million
Q2 2020

Aug 05, 2020
SELL
$246.15 - $323.2 $42,337 - $55,590
-172 Reduced 0.26%
65,103 $20.1 Million
Q1 2020

Apr 29, 2020
SELL
$222.95 - $338.34 $284,707 - $432,060
-1,277 Reduced 1.92%
65,275 $16.8 Million
Q4 2019

Jan 29, 2020
SELL
$288.06 - $322.94 $436,410 - $489,254
-1,515 Reduced 2.23%
66,552 $21.4 Million
Q3 2019

Oct 31, 2019
SELL
$283.82 - $302.01 $386,562 - $411,337
-1,362 Reduced 1.96%
68,067 $20.2 Million
Q2 2019

Aug 05, 2019
SELL
$274.57 - $295.86 $285,827 - $307,990
-1,041 Reduced 1.48%
69,429 $20.3 Million
Q1 2019

Apr 24, 2019
SELL
$244.21 - $284.73 $149,212 - $173,970
-611 Reduced 0.86%
70,470 $19.9 Million
Q4 2018

Feb 08, 2019
SELL
$234.34 - $291.73 $459,072 - $571,499
-1,959 Reduced 2.68%
71,081 $17.8 Million
Q3 2018

Oct 30, 2018
SELL
$270.9 - $293.58 $4,876 - $5,284
-18 Reduced 0.02%
73,040 $21.2 Million
Q2 2018

Jul 27, 2018
SELL
$257.47 - $278.92 $1.02 Million - $1.11 Million
-3,969 Reduced 5.15%
73,058 $19.8 Million
Q1 2018

Apr 24, 2018
SELL
$257.63 - $286.58 $305,291 - $339,597
-1,185 Reduced 1.52%
77,027 $20.3 Million
Q4 2017

Jan 30, 2018
SELL
$252.32 - $268.2 $174,100 - $185,058
-690 Reduced 0.87%
78,212 $20.9 Million
Q3 2017

Nov 09, 2017
SELL
$242.71 - $251.23 $973,509 - $1.01 Million
-4,011 Reduced 4.84%
78,902 $19.8 Million
Q2 2017

Aug 07, 2017
BUY
N/A
82,913
82,913 $20 Million

Others Institutions Holding SPY

# of Institutions
5,030
Shares Held
602M
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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