Canvas Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Canvas Wealth Advisors, LLC

  • $308 Million
  • Q1 2024

A detailed history of Canvas Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 1,136 shares of SPY stock, worth $630,071. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,136
Previous 1,066 6.57%
Holding current value
$630,071
Previous $506,000 17.39%
% of portfolio
0.19%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$467.28 - $523.17 $32,709 - $36,621
70 Added 6.57%
1,136 $594,000
Q4 2023

Jan 17, 2024
BUY
$410.68 - $476.69 $228,748 - $265,516
557 Added 109.43%
1,066 $506,000
Q3 2023

Oct 24, 2023
BUY
$425.88 - $457.79 $19,590 - $21,058
46 Added 9.94%
509 $217,000
Q2 2023

Jul 25, 2023
BUY
$404.36 - $443.28 $187,218 - $205,238
463 New
463 $205,000

Others Institutions Holding SPY

# of Institutions
4,335
Shares Held
584M
Call Options Held
250M
Put Options Held
483M
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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