A detailed history of Goepper Burkhardt LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Goepper Burkhardt LLC holds 1,132 shares of SPY stock, worth $616,668. This represents 0.27% of its overall portfolio holdings.

Number of Shares
1,132
Previous 1,182 4.23%
Holding current value
$616,668
Previous $561,000 5.53%
% of portfolio
0.27%
Previous 0.29%

Shares

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

May 13, 2024

SELL
$467.28 - $523.17 $23,364 - $26,158
-50 Reduced 4.23%
1,132 $592,000
Q4 2023

Feb 12, 2024

SELL
$410.68 - $476.69 $29,158 - $33,844
-71 Reduced 5.67%
1,182 $561,000
Q3 2023

Nov 13, 2023

SELL
$425.88 - $457.79 $42,588 - $45,779
-100 Reduced 7.39%
1,253 $535,000
Q2 2023

Aug 16, 2023

BUY
$404.36 - $443.28 $50,949 - $55,853
126 Added 10.27%
1,353 $599,000
Q1 2023

May 12, 2023

BUY
$379.5 - $416.78 $37,950 - $41,678
100 Added 8.87%
1,227 $502,000
Q4 2022

Feb 15, 2023

SELL
$357.63 - $407.42 $243,903 - $277,860
-682 Reduced 37.7%
1,127 $430,000
Q2 2022

Aug 26, 2022

SELL
$365.86 - $456.8 $3,292 - $4,111
-9 Reduced 0.5%
1,809 $682,000
Q1 2022

Apr 22, 2022

BUY
$416.25 - $477.71 $230,186 - $264,173
553 Added 43.72%
1,818 $821,000
Q4 2021

Jan 21, 2022

BUY
$428.64 - $477.48 $15,002 - $16,711
35 Added 2.85%
1,265 $601,000
Q4 2020

Feb 08, 2021

BUY
$326.54 - $373.88 $401,644 - $459,872
1,230 New
1,230 $460,000

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 Goepper Burkhardt LLC Portfolio

Follow Goepper Burkhardt LLC 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 Goepper Burkhardt LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goepper Burkhardt LLC with notifications on news.