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

Capital Advisors Wealth Management, LLC

$560 Million
Q1 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 16,633 shares of SPY stock, worth $10 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

16,633

Previous 15,746 5.63%

Holding current value

$10 Million

Previous $9.23 Million 0.82%

% of portfolio

1.66%

Previous 1.66%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$551.42 - $612.93 $489,109 - $543,668	887 Added 5.63%	16,633 $9.3 Million
Q4 2024 Jan 14, 2025	BUY	$567.81 - $607.81 $273,684 - $292,964	482 Added 3.16%	15,746 $9.23 Million
Q3 2024 Oct 15, 2024	BUY	$517.38 - $573.86 $146,418 - $162,402	283 Added 1.89%	15,264 $8.76 Million
Q2 2024 Jul 16, 2024	BUY	$495.16 - $548.49 $292,144 - $323,609	590 Added 4.1%	14,981 $8.15 Million
Q1 2024 Apr 12, 2024	BUY	$467.28 - $523.17 $6.44 Million - $7.21 Million	13,775 Added 2236.2%	14,391 $7.53 Million
Q4 2023 Jan 08, 2024	BUY	$410.68 - $476.69 $13,963 - $16,207	34 Added 5.84%	616 $292,000
Q3 2023 Oct 10, 2023	BUY	$425.88 - $457.79 $247,862 - $266,433	582 New	582 $248,000

Others Institutions Holding SPY

# of Institutions

5,067

Shares Held

584M

Call Options Held

390M

Put Options Held

668M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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