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

Henrickson Nauta Wealth Advisors, Inc.

$230 Million
Q1 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 4,889 shares of SPY stock, worth $2.66 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

4,889

Previous 5,044 3.07%

Holding current value

$2.66 Million

Previous $2.4 Million 6.68%

% of portfolio

1.11%

Previous 1.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,348

Shares Held

587M

Call Options Held

250M

Put Options Held

483M

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