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

Dopkins Wealth Management, LLC

  • $227 Million
  • Q3 2025

A detailed history of Dopkins Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 935 shares of SPY stock, worth $622,401. This represents 0.27% of its overall portfolio holdings.

Number of Shares
935
Previous 935 -0.0%
Holding current value
$622,401
Previous $577,000 7.8%
% of portfolio
0.27%
Previous 0.27%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$567.81 - $607.81 $530,902 - $568,302
935 New
935 $547,000
Q2 2024

Jul 30, 2024
SELL
$495.16 - $548.49 $4,456 - $4,936
-9 Reduced 1.01%
880 $478,000
Q1 2024

May 03, 2024
BUY
$467.28 - $523.17 $45,326 - $50,747
97 Added 12.25%
889 $465,000
Q4 2023

Jan 25, 2024
SELL
$410.68 - $476.69 $126,078 - $146,343
-307 Reduced 27.93%
792 $376,000
Q3 2023

Nov 13, 2023
BUY
$425.88 - $457.79 $104,766 - $112,616
246 Added 28.84%
1,099 $469,000
Q2 2023

Aug 07, 2023
SELL
$404.36 - $443.28 $4,447 - $4,876
-11 Reduced 1.27%
853 $378,000
Q1 2023

May 05, 2023
SELL
$379.5 - $416.78 $730,917 - $802,718
-1,926 Reduced 69.03%
864 $353,000
Q4 2022

Feb 07, 2023
BUY
$357.63 - $407.42 $8,940 - $10,185
25 Added 0.9%
2,790 $1.07 Million
Q3 2022

Nov 01, 2022
SELL
$357.18 - $429.7 $337,177 - $405,636
-944 Reduced 25.45%
2,765 $988,000
Q2 2022

Aug 01, 2022
SELL
$365.86 - $456.8 $70,976 - $88,619
-194 Reduced 4.97%
3,709 $1.4 Million
Q1 2022

Apr 18, 2022
SELL
$416.25 - $477.71 $3,746 - $4,299
-9 Reduced 0.23%
3,903 $1.76 Million
Q4 2021

Jan 18, 2022
BUY
$428.64 - $477.48 $1.68 Million - $1.87 Million
3,912 New
3,912 $1.86 Million

Others Institutions Holding SPY

# of Institutions
5,290
Shares Held
557M
Call Options Held
298M
Put Options Held
700M
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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