Dynamic Wealth Strategies, LLC Spdr S&P 500 ETF Trust Transaction History

Dynamic Wealth Strategies, LLC

  • $119 Million
  • Q1 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 119 shares of SPY stock, worth $75,300. This represents 0.06% of its overall portfolio holdings.

Number of Shares
119
Holding current value
$75,300
% of portfolio
0.06%

Shares

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

May 12, 2025
BUY
$551.42 - $612.93 $65,618 - $72,938
119 New
119 $66,000
Q1 2024

May 15, 2024
BUY
$467.28 - $523.17 $4,205 - $4,708
9 Added 8.18%
119 $62,000
Q4 2023

Feb 13, 2024
BUY
$410.68 - $476.69 $45,174 - $52,435
110 New
110 $52.3 Million

Others Institutions Holding SPY

# of Institutions
5,137
Shares Held
592M
Call Options Held
373M
Put Options Held
665M
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 Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, LLC 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 Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email