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

Clientfirst Wealth Management, LLC

  • $82.6 Million
  • Q3 2023

A detailed history of Clientfirst Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 7,861 shares of SPY stock, worth $4.61 Million. This represents 4.07% of its overall portfolio holdings.

Number of Shares
7,861
Previous 7,861 -0.0%
Holding current value
$4.61 Million
Previous $3.48 Million 3.56%
% of portfolio
4.07%
Previous 4.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
SELL
$357.18 - $429.7 $116,083 - $139,652
-325 Reduced 3.97%
7,861 $3.1 Million
Q2 2022

Aug 15, 2022
BUY
$365.86 - $456.8 $91,465 - $114,200
250 Added 3.15%
8,186 $3.09 Million
Q4 2021

Apr 01, 2022
BUY
$428.64 - $477.48 $3.4 Million - $3.79 Million
7,936 New
7,936 $3.62 Million

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
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