Elwood & Goetz Wealth Advisory Group, LLC Spdr S&P 500 ETF Trust Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

  • $412 Million
  • Q1 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 2,048 shares of SPY stock, worth $1.14 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,048
Previous 2,197 6.78%
Holding current value
$1.14 Million
Previous $1.04 Million 2.59%
% of portfolio
0.26%
Previous 0.22%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$467.28 - $523.17 $69,624 - $77,952
-149 Reduced 6.78%
2,048 $1.07 Million
Q4 2023

Jan 18, 2024
SELL
$410.68 - $476.69 $329,776 - $382,782
-803 Reduced 26.77%
2,197 $1.04 Million
Q3 2023

Oct 19, 2023
SELL
$425.88 - $457.79 $57,067 - $61,343
-134 Reduced 4.28%
3,000 $1.28 Million
Q2 2023

Jul 28, 2023
SELL
$404.36 - $443.28 $12,939 - $14,184
-32 Reduced 1.01%
3,134 $1.39 Million
Q1 2023

Apr 19, 2023
BUY
$379.5 - $416.78 $558,244 - $613,083
1,471 Added 86.78%
3,166 $1.3 Million
Q4 2022

Jan 27, 2023
SELL
$357.63 - $407.42 $33,974 - $38,704
-95 Reduced 5.31%
1,695 $648,000
Q3 2022

Oct 28, 2022
BUY
$357.18 - $429.7 $37,861 - $45,548
106 Added 6.29%
1,790 $639,000
Q2 2022

Aug 11, 2022
BUY
$365.86 - $456.8 $2,561 - $3,197
7 Added 0.42%
1,684 $635,000
Q1 2022

Apr 15, 2022
BUY
$416.25 - $477.71 $55,361 - $63,535
133 Added 8.61%
1,677 $757,000
Q4 2021

Jan 14, 2022
SELL
$428.64 - $477.48 $1,285 - $1,432
-3 Reduced 0.19%
1,544 $733,000
Q3 2021

Oct 18, 2021
BUY
$424.97 - $453.19 $141,090 - $150,459
332 Added 27.33%
1,547 $664,000
Q2 2021

Jul 15, 2021
SELL
$400.61 - $428.06 $15,223 - $16,266
-38 Reduced 3.03%
1,215 $520,000
Q1 2021

Apr 15, 2021
SELL
$368.79 - $397.26 $368 - $397
-1 Reduced 0.08%
1,253 $497,000
Q4 2020

Jan 22, 2021
BUY
$326.54 - $373.88 $4,898 - $5,608
15 Added 1.21%
1,254 $469,000
Q3 2020

Oct 13, 2020
SELL
$310.52 - $357.7 $17,699 - $20,388
-57 Reduced 4.4%
1,239 $415,000
Q2 2020

Jul 13, 2020
BUY
$246.15 - $323.2 $3,446 - $4,524
14 Added 1.09%
1,296 $400,000
Q1 2020

Apr 30, 2020
BUY
$222.95 - $338.34 $285,821 - $433,751
1,282 New
1,282 $330,000

Others Institutions Holding SPY

# of Institutions
4,337
Shares Held
584M
Call Options Held
250M
Put Options Held
483M
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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