Great Point Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Great Point Wealth Advisors, LLC

  • $459 Million
  • Q3 2024

A detailed history of Great Point Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 675 shares of SPY stock, worth $401,631. This represents 0.08% of its overall portfolio holdings.

Number of Shares
675
Previous 675 -0.0%
Holding current value
$401,631
Previous $367,000 5.45%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Jul 29, 2024
BUY
$495.16 - $548.49 $139,635 - $154,674
282 Added 71.76%
675 $367,000
Q1 2024

May 09, 2024
SELL
$467.28 - $523.17 $15,420 - $17,264
-33 Reduced 7.75%
393 $205,000
Q4 2023

Jan 22, 2024
BUY
$410.68 - $476.69 $174,949 - $203,069
426 New
426 $202,000
Q1 2022

May 03, 2022
SELL
$416.25 - $477.71 $107,808 - $123,726
-259 Reduced 15.49%
1,413 $638,000
Q2 2021

Aug 12, 2021
BUY
$400.61 - $428.06 $21,632 - $23,115
54 Added 3.34%
1,672 $716,000
Q4 2020

Jan 29, 2021
SELL
$326.54 - $373.88 $173,392 - $198,530
-531 Reduced 24.71%
1,618 $604,000
Q2 2020

Jul 24, 2020
SELL
$246.15 - $323.2 $5,415 - $7,110
-22 Reduced 1.01%
2,149 $662,000
Q1 2020

May 13, 2020
SELL
$222.95 - $338.34 $26,308 - $39,924
-118 Reduced 5.16%
2,171 $559,000
Q4 2019

Feb 28, 2020
SELL
$288.06 - $322.94 $11,810 - $13,240
-41 Reduced 1.76%
2,289 $736,000
Q3 2019

Oct 17, 2019
SELL
$283.82 - $302.01 $41,153 - $43,791
-145 Reduced 5.86%
2,330 $691,000
Q2 2019

Aug 06, 2019
SELL
$274.57 - $295.86 $41,460 - $44,674
-151 Reduced 5.75%
2,475 $725,000
Q1 2019

May 15, 2019
SELL
$244.21 - $284.73 $90,113 - $105,065
-369 Reduced 12.32%
2,626 $741,000
Q4 2018

Feb 14, 2019
BUY
$234.34 - $291.73 $701,848 - $873,731
2,995 New
2,995 $748,000

Others Institutions Holding SPY

# of Institutions
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
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
Track This Portfolio

Track Great Point Wealth Advisors, LLC Portfolio

Follow Great Point Wealth Advisors, 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 Great Point Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Great Point Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email