A detailed history of Enzi Wealth transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Enzi Wealth holds 744 shares of SPY stock, worth $425,173. This represents 0.18% of its overall portfolio holdings.

Number of Shares
744
Previous 684 8.77%
Holding current value
$425,173
Previous $357,000 13.17%
% of portfolio
0.18%
Previous 0.16%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

BUY
$495.16 - $548.49 $29,709 - $32,909
60 Added 8.77%
744 $404,000
Q1 2024

Apr 16, 2024

SELL
$467.28 - $523.17 $934 - $1,046
-2 Reduced 0.29%
684 $357,000
Q4 2023

Feb 14, 2024

SELL
$410.68 - $476.69 $39,014 - $45,285
-95 Reduced 12.16%
686 $326,000
Q3 2023

Oct 16, 2023

SELL
$425.88 - $457.79 $190,368 - $204,632
-447 Reduced 36.4%
781 $333,000
Q2 2023

Jul 14, 2023

SELL
$404.36 - $443.28 $2,021 - $2,216
-5 Reduced 0.41%
1,228 $544,000
Q1 2023

Apr 18, 2023

BUY
$379.5 - $416.78 $44,781 - $49,180
118 Added 10.58%
1,233 $504,000
Q4 2022

Jan 25, 2023

BUY
$357.63 - $407.42 $33,617 - $38,297
94 Added 9.21%
1,115 $0
Q3 2022

Nov 14, 2022

BUY
$357.18 - $429.7 $364,680 - $438,723
1,021 New
1,021 $407,000

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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