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

Hhm Wealth Advisors, LLC

  • $728 Million
  • Q4 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 788 shares of SPY stock, worth $424,826. This represents 0.06% of its overall portfolio holdings.

Number of Shares
788
Previous 912 13.6%
Holding current value
$424,826
Previous $523,000 11.85%
% of portfolio
0.06%
Previous 0.08%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$567.81 - $607.81 $70,408 - $75,368
-124 Reduced 13.6%
788 $461,000
Q3 2024

Nov 12, 2024
BUY
$517.38 - $573.86 $41,390 - $45,908
80 Added 9.62%
912 $523,000
Q2 2024

Aug 07, 2024
BUY
$495.16 - $548.49 $61,399 - $68,012
124 Added 17.51%
832 $452,000
Q1 2024

May 14, 2024
BUY
$467.28 - $523.17 $6,074 - $6,801
13 Added 1.87%
708 $370,000
Q4 2023

Feb 05, 2024
SELL
$410.68 - $476.69 $49,281 - $57,202
-120 Reduced 14.72%
695 $330,000
Q3 2023

Nov 03, 2023
SELL
$425.88 - $457.79 $51,957 - $55,850
-122 Reduced 13.02%
815 $348,000
Q2 2023

Aug 11, 2023
BUY
$404.36 - $443.28 $36,392 - $39,895
90 Added 10.63%
937 $415,000
Q1 2023

May 02, 2023
SELL
$379.5 - $416.78 $39,088 - $42,928
-103 Reduced 10.84%
847 $346,000
Q4 2022

Jan 19, 2023
BUY
$357.63 - $407.42 $42,200 - $48,075
118 Added 14.18%
950 $0
Q3 2022

Nov 04, 2022
SELL
$357.18 - $429.7 $3,571 - $4,297
-10 Reduced 1.19%
832 $297,000
Q2 2022

Aug 08, 2022
BUY
$365.86 - $456.8 $49,756 - $62,124
136 Added 19.26%
842 $318,000
Q4 2021

Feb 03, 2022
BUY
$428.64 - $477.48 $102,873 - $114,595
240 Added 51.5%
706 $335,000
Q2 2021

Jul 27, 2021
BUY
$400.61 - $428.06 $82,125 - $87,752
205 Added 78.54%
466 $199,000
Q4 2020

Jan 28, 2021
SELL
$326.54 - $373.88 $1,959 - $2,243
-6 Reduced 2.25%
261 $98,000
Q2 2020

Aug 13, 2020
SELL
$246.15 - $323.2 $31,014 - $40,723
-126 Reduced 32.06%
267 $82,000
Q1 2020

May 12, 2020
BUY
$222.95 - $338.34 $87,619 - $132,967
393 New
393 $101,000

Others Institutions Holding SPY

# of Institutions
5,034
Shares Held
603M
Call Options Held
370M
Put Options Held
676M
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
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