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

Fonville Wealth Management LLC

  • $289 Billion
  • Q3 2024

A detailed history of Fonville Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Fonville Wealth Management LLC holds 585 shares of SPY stock, worth $345,758. This represents 0.12% of its overall portfolio holdings.

Number of Shares
585
Previous 452 29.42%
Holding current value
$345,758
Previous $246 Million 36.44%
% of portfolio
0.12%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$517.38 - $573.86 $68,811 - $76,323
133 Added 29.42%
585 $336 Million
Q2 2024

Jul 30, 2024
BUY
$495.16 - $548.49 $7,922 - $8,775
16 Added 3.67%
452 $246 Million
Q4 2023

Jan 31, 2024
BUY
$410.68 - $476.69 $179,056 - $207,836
436 New
436 $208 Million

Others Institutions Holding SPY

# of Institutions
4,500
Shares Held
582M
Call Options Held
273M
Put Options Held
393M
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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