Henrickson Nauta Wealth Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History

Henrickson Nauta Wealth Advisors, Inc.

$248 Million
Q3 2024

A detailed history of Henrickson Nauta Wealth Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 6,217 shares of SPY stock, worth $3.66 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

6,217

Previous 5,765 7.84%

Holding current value

$3.66 Million

Previous $3.14 Million 13.71%

% of portfolio

1.44%

Previous 1.36%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$517.38 - $573.86 $233,855 - $259,384	452 Added 7.84%	6,217 $3.57 Million
Q2 2024 Jul 31, 2024	BUY	$495.16 - $548.49 $433,760 - $480,477	876 Added 17.92%	5,765 $3.14 Million
Q1 2024 Apr 15, 2024	SELL	$467.28 - $523.17 $72,428 - $81,091	-155 Reduced 3.07%	4,889 $2.56 Million
Q4 2023 Jan 12, 2024	BUY	$410.68 - $476.69 $621,769 - $721,708	1,514 Added 42.89%	5,044 $2.4 Million
Q3 2023 Oct 10, 2023	BUY	$425.88 - $457.79 $77,084 - $82,859	181 Added 5.4%	3,530 $1.51 Million
Q2 2023 Jul 12, 2023	BUY	$404.36 - $443.28 $3,639 - $3,989	9 Added 0.27%	3,349 $1.48 Million
Q1 2023 Apr 11, 2023	BUY	$379.5 - $416.78 $379 - $416	1 Added 0.03%	3,340 $1.37 Million
Q1 2022 May 16, 2022	BUY	$416.25 - $477.71 $26,223 - $30,095	63 Added 1.92%	3,339 $1.51 Million
Q4 2021 Feb 11, 2022	BUY	$428.64 - $477.48 $1.4 Million - $1.56 Million	3,276 New	3,276 $1.44 Million

Others Institutions Holding SPY

# of Institutions

4,554

Shares Held

593M

Call Options Held

285M

Put Options Held

653M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Henrickson Nauta Wealth Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History