A detailed history of Gen Wealth Partners Inc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Gen Wealth Partners Inc holds 1,114 shares of SPY stock, worth $665,704. This represents 0.28% of its overall portfolio holdings.

Number of Shares
1,114
Previous 888 25.45%
Holding current value
$665,704
Previous $483 Million 33.7%
% of portfolio
0.28%
Previous 0.23%

Shares

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

Nov 13, 2024

BUY
$517.38 - $573.86 $116,927 - $129,692
226 Added 25.45%
1,114 $646 Million
Q2 2024

Aug 13, 2024

SELL
$495.16 - $548.49 $36,146 - $40,039
-73 Reduced 7.6%
888 $483 Million
Q1 2024

May 15, 2024

BUY
$467.28 - $523.17 $449,056 - $502,766
961 New
961 $503 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Gen Wealth Partners Inc Portfolio

Follow Gen Wealth Partners Inc 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 Gen Wealth Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Partners Inc with notifications on news.