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

Clarity Wealth Advisors, LLC

$341 Million
Q3 2024

A detailed history of Clarity Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Clarity Wealth Advisors, LLC holds 45,655 shares of SPY stock, worth $27.2 Million. This represents 7.67% of its overall portfolio holdings.

Number of Shares

45,655

Previous 44,383 2.87%

Holding current value

$27.2 Million

Previous $24.2 Million 8.47%

% of portfolio

7.67%

Previous 7.82%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$517.38 - $573.86 $658,107 - $729,949	1,272 Added 2.87%	45,655 $26.2 Million
Q2 2024 Jul 17, 2024	SELL	$495.16 - $548.49 $419,400 - $464,571	-847 Reduced 1.87%	44,383 $24.2 Million
Q1 2024 Apr 17, 2024	BUY	$467.28 - $523.17 $555,128 - $621,525	1,188 Added 2.7%	45,230 $23.7 Million
Q4 2023 Jan 10, 2024	BUY	$410.68 - $476.69 $1.08 Million - $1.25 Million	2,631 Added 6.35%	44,042 $20.9 Million
Q3 2023 Nov 06, 2023	BUY	$425.88 - $457.79 $771,268 - $829,057	1,811 Added 4.57%	41,411 $17.7 Million
Q2 2023 Jul 28, 2023	BUY	$404.36 - $443.28 $885,952 - $971,226	2,191 Added 5.86%	39,600 $17.6 Million
Q1 2023 May 10, 2023	BUY	$379.5 - $416.78 $677,028 - $743,535	1,784 Added 5.01%	37,409 $15.3 Million
Q4 2022 Feb 06, 2023	BUY	$357.63 - $407.42 $214,220 - $244,044	599 Added 1.71%	35,625 $13.6 Million
Q3 2022 Nov 01, 2022	BUY	$357.18 - $429.7 $647,567 - $779,046	1,813 Added 5.46%	35,026 $12.5 Million
Q2 2022 Jul 19, 2022	BUY	$365.86 - $456.8 $726,597 - $907,204	1,986 Added 6.36%	33,213 $12.5 Million
Q1 2022 May 02, 2022	BUY	$416.25 - $477.71 $539,043 - $618,634	1,295 Added 4.33%	31,227 $14.1 Million
Q4 2021 Jan 25, 2022	BUY	$428.64 - $477.48 $439,356 - $489,417	1,025 Added 3.55%	29,932 $14.2 Million
Q3 2021 Oct 20, 2021	BUY	$424.97 - $453.19 $938,333 - $1 Million	2,208 Added 8.27%	28,907 $12.4 Million
Q2 2021 Aug 12, 2021	BUY	$400.61 - $428.06 $832,066 - $889,080	2,077 Added 8.44%	26,699 $11.4 Million
Q1 2021 Apr 28, 2021	BUY	$368.79 - $397.26 $862,599 - $929,191	2,339 Added 10.5%	24,622 $9.76 Million
Q4 2020 Feb 04, 2021	BUY	$326.54 - $373.88 $698,142 - $799,355	2,138 Added 10.61%	22,283 $8.33 Million
Q3 2020 Oct 13, 2020	BUY	$310.52 - $357.7 $1.68 Million - $1.93 Million	5,406 Added 36.68%	20,145 $6.75 Million
Q2 2020 Aug 04, 2020	BUY	$246.15 - $323.2 $3.34 Million - $4.38 Million	13,550 Added 1139.61%	14,739 $4.54 Million
Q1 2020 Apr 29, 2020	BUY	$222.95 - $338.34 $75,134 - $114,020	337 Added 39.55%	1,189 $306,000
Q4 2019 Feb 10, 2020	BUY	$288.06 - $322.94 $245,427 - $275,144	852 New	852 $274,000

Others Institutions Holding SPY

# of Institutions

4,543

Shares Held

592M

Call Options Held

285M

Put Options Held

653M

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