Crown Wealth Group, LLC Spdr S&P 500 ETF Trust Transaction History

Crown Wealth Group, LLC

$221 Million
Q4 2024

A detailed history of Crown Wealth Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Crown Wealth Group, LLC holds 1,882 shares of SPY stock, worth $1.06 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

1,882

Previous 968 94.42%

Holding current value

$1.06 Million

Previous $555,000 98.74%

% of portfolio

0.5%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$567.81 - $607.81 $518,978 - $555,538	914 Added 94.42%	1,882 $1.1 Million
Q3 2024 Nov 13, 2024	SELL	$517.38 - $573.86 $206,952 - $229,544	-400 Reduced 29.24%	968 $555,000
Q2 2024 Jul 26, 2024	SELL	$495.16 - $548.49 $113,886 - $126,152	-230 Reduced 14.39%	1,368 $744,000
Q1 2024 May 01, 2024	BUY	$467.28 - $523.17 $419,617 - $469,806	898 Added 128.29%	1,598 $835,000
Q4 2023 Jan 23, 2024	BUY	$410.68 - $476.69 $68,583 - $79,607	167 Added 31.33%	700 $332,000
Q3 2023 Oct 25, 2023	BUY	$425.88 - $457.79 $226,994 - $244,002	533 New	533 $227,000
Q4 2022 Feb 09, 2023	BUY	$357.63 - $407.42 $226,022 - $257,489	632 New	632 $241,000

Others Institutions Holding SPY

# of Institutions

5,004

Shares Held

598M

Call Options Held

370M

Put Options Held

676M

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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Crown Wealth Group, LLC Spdr S&P 500 ETF Trust Transaction History