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

Hhm Wealth Advisors, LLC

  • $658 Million
  • Q2 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 832 shares of SPY stock, worth $475,463. This represents 0.07% of its overall portfolio holdings.

Number of Shares
832
Previous 708 17.51%
Holding current value
$475,463
Previous $370,000 22.16%
% of portfolio
0.07%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,431
Shares Held
557M
Call Options Held
275M
Put Options Held
402M
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 Hhm Wealth Advisors, LLC Portfolio

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

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email