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

Cadence Wealth Management LLC

  • $123 Million
  • Q3 2024

A detailed history of Cadence Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Cadence Wealth Management LLC holds 395 shares of SPY stock, worth $238,785. This represents 0.18% of its overall portfolio holdings.

Number of Shares
395
Previous 369 7.05%
Holding current value
$238,785
Previous $200,000 13.0%
% of portfolio
0.18%
Previous 0.14%

Shares

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

Nov 06, 2024
BUY
$517.38 - $573.86 $13,451 - $14,920
26 Added 7.05%
395 $226,000
Q2 2024

Jul 31, 2024
SELL
$495.16 - $548.49 $9,903 - $10,969
-20 Reduced 5.14%
369 $200,000
Q1 2024

May 10, 2024
BUY
$467.28 - $523.17 $181,771 - $203,513
389 New
389 $203,000

Others Institutions Holding SPY

# of Institutions
4,631
Shares Held
579M
Call Options Held
285M
Put Options Held
684M
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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