A detailed history of Fourth Dimension Wealth, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 163 shares of SPY stock, worth $103,860. This represents 0.04% of its overall portfolio holdings.

Number of Shares
163
Previous 278 41.37%
Holding current value
$103,860
Previous $156 Million 35.24%
% of portfolio
0.04%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025

SELL
$496.48 - $617.85 $57,095 - $71,052
-115 Reduced 41.37%
163 $101 Million
Q1 2025

Apr 23, 2025

BUY
$551.42 - $612.93 $8,271 - $9,193
15 Added 5.7%
278 $156 Million
Q4 2024

Feb 18, 2025

BUY
$567.81 - $607.81 $149,334 - $159,854
263 New
263 $154 Million

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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