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

Cadence Wealth Management LLC

  • $135 Million
  • Q1 2025

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 421 shares of SPY stock, worth $249,530. This represents 0.17% of its overall portfolio holdings.

Number of Shares
421
Previous 402 4.73%
Holding current value
$249,530
Previous $235,000 -0.0%
% of portfolio
0.17%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$551.42 - $612.93 $10,476 - $11,645
19 Added 4.73%
421 $235,000
Q4 2024

Feb 10, 2025
BUY
$567.81 - $607.81 $3,974 - $4,254
7 Added 1.77%
402 $235,000
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
5,065
Shares Held
584M
Call Options Held
390M
Put Options Held
668M
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
Track This Portfolio

Track Cadence Wealth Management LLC Portfolio

Follow Cadence Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cadence Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cadence Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email