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

Canvas Wealth Advisors, LLC

  • $355 Million
  • Q3 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 1,202 shares of SPY stock, worth $704,708. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,202
Previous 1,128 6.56%
Holding current value
$704,708
Previous $613,000 12.4%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Oct 15, 2024
BUY
$517.38 - $573.86 $38,286 - $42,465
74 Added 6.56%
1,202 $689,000
Q2 2024

Aug 01, 2024
SELL
$495.16 - $548.49 $3,961 - $4,387
-8 Reduced 0.7%
1,128 $613,000
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
4,552
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
Track This Portfolio

Track Canvas Wealth Advisors, LLC Portfolio

Follow Canvas Wealth Advisors, 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 Canvas Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Canvas Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email