Destination Wealth Management Spdr S&P 500 ETF Trust Transaction History

Destination Wealth Management

  • $3.14 Billion
  • Q1 2025

A detailed history of Destination Wealth Management transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Destination Wealth Management holds 21,757 shares of SPY stock, worth $13.8 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
21,757
Previous 21,311 2.09%
Holding current value
$13.8 Million
Previous $12.5 Million 2.55%
% of portfolio
0.39%
Previous 0.39%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$551.42 - $612.93 $245,933 - $273,366
446 Added 2.09%
21,757 $12.2 Million
Q4 2024

Feb 06, 2025
BUY
$567.81 - $607.81 $467,307 - $500,227
823 Added 4.02%
21,311 $12.5 Million
Q3 2024

Nov 25, 2024
BUY
$517.38 - $573.86 $627,581 - $696,092
1,213 Added 6.29%
20,488 $11.8 Million
Q2 2024

Jul 24, 2024
SELL
$495.16 - $548.49 $258,473 - $286,311
-522 Reduced 2.64%
19,275 $10.5 Million
Q1 2024

May 14, 2024
SELL
$467.28 - $523.17 $498,587 - $558,222
-1,067 Reduced 5.11%
19,797 $10.4 Million
Q4 2023

Feb 13, 2024
BUY
$410.68 - $476.69 $1.52 Million - $1.77 Million
3,708 Added 21.61%
20,864 $9.92 Million
Q3 2023

Nov 14, 2023
SELL
$425.88 - $457.79 $89,860 - $96,593
-211 Reduced 1.21%
17,156 $7.33 Million
Q2 2023

Aug 11, 2023
SELL
$404.36 - $443.28 $288,308 - $316,058
-713 Reduced 3.94%
17,367 $7.7 Million
Q1 2023

May 05, 2023
SELL
$379.5 - $416.78 $1.37 Million - $1.51 Million
-3,617 Reduced 16.67%
18,080 $7.4 Million
Q4 2022

Feb 10, 2023
BUY
$357.63 - $407.42 $1.94 Million - $2.21 Million
5,424 Added 33.33%
21,697 $8.3 Million
Q3 2022

Nov 10, 2022
BUY
$357.18 - $429.7 $218,594 - $262,976
612 Added 3.91%
16,273 $5.81 Million
Q2 2022

Jul 29, 2022
SELL
$365.86 - $456.8 $238,540 - $297,833
-652 Reduced 4.0%
15,661 $5.91 Million
Q1 2022

May 12, 2022
SELL
$416.25 - $477.71 $243,922 - $279,938
-586 Reduced 3.47%
16,313 $7.37 Million
Q4 2021

Feb 04, 2022
SELL
$428.64 - $477.48 $1.1 Million - $1.23 Million
-2,569 Reduced 13.2%
16,899 $8.03 Million
Q3 2021

Oct 25, 2021
BUY
$424.97 - $453.19 $489,990 - $522,528
1,153 Added 6.3%
19,468 $8.35 Million
Q2 2021

Aug 13, 2021
BUY
$400.61 - $428.06 $38,057 - $40,665
95 Added 0.52%
18,315 $7.84 Million
Q1 2021

May 05, 2021
SELL
$368.79 - $397.26 $383,541 - $413,150
-1,040 Reduced 5.4%
18,220 $7.22 Million
Q4 2020

Feb 11, 2021
BUY
$326.54 - $373.88 $4.42 Million - $5.06 Million
13,536 Added 236.48%
19,260 $7.2 Million
Q3 2020

Nov 12, 2020
SELL
$310.52 - $357.7 $118,618 - $136,641
-382 Reduced 6.26%
5,724 $1.92 Million
Q2 2020

Aug 14, 2020
SELL
$246.15 - $323.2 $327,871 - $430,502
-1,332 Reduced 17.91%
6,106 $1.88 Million
Q1 2020

May 13, 2020
BUY
$222.95 - $338.34 $60,865 - $92,366
273 Added 3.81%
7,438 $1.92 Million
Q4 2019

Feb 12, 2020
BUY
$288.06 - $322.94 $28,806 - $32,294
100 Added 1.42%
7,165 $2.31 Million
Q3 2019

Nov 13, 2019
SELL
$283.82 - $302.01 $291,199 - $309,862
-1,026 Reduced 12.68%
7,065 $2.1 Million
Q2 2019

Jul 19, 2019
BUY
$274.57 - $295.86 $133,990 - $144,379
488 Added 6.42%
8,091 $2.37 Million
Q1 2019

May 01, 2019
BUY
$244.21 - $284.73 $32,968 - $38,438
135 Added 1.81%
7,603 $2.15 Million
Q4 2018

Feb 05, 2019
SELL
$234.34 - $291.73 $167,318 - $208,295
-714 Reduced 8.73%
7,468 $1.87 Million
Q3 2018

Nov 07, 2018
BUY
$270.9 - $293.58 $217,803 - $236,038
804 Added 10.9%
8,182 $2.38 Million
Q2 2018

Jul 31, 2018
BUY
$257.47 - $278.92 $19,052 - $20,640
74 Added 1.01%
7,378 $2 Million
Q1 2018

Apr 05, 2018
SELL
$257.63 - $286.58 $168,490 - $187,423
-654 Reduced 8.22%
7,304 $1.92 Million
Q4 2017

Feb 09, 2018
SELL
$252.32 - $268.2 $133,224 - $141,609
-528 Reduced 6.22%
7,958 $2.12 Million
Q3 2017

Nov 09, 2017
SELL
$242.71 - $251.23 $149,023 - $154,255
-614 Reduced 6.75%
8,486 $2.13 Million
Q2 2017

Aug 11, 2017
BUY
N/A
9,100
9,100 $2.2 Million

Others Institutions Holding SPY

# of Institutions
5,115
Shares Held
595M
Call Options Held
389M
Put Options Held
675M
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 Destination Wealth Management Portfolio

Follow Destination Wealth Management 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 Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email