A detailed history of Howard Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Howard Wealth Management, LLC holds 6,643 shares of SPY stock, worth $4.01 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares
6,643
Previous 6,636 0.11%
Holding current value
$4.01 Million
Previous $3.61 Million 5.57%
% of portfolio
2.23%
Previous 2.85%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$517.38 - $573.86 $3,621 - $4,017
7 Added 0.11%
6,643 $3.81 Million
Q2 2024

Aug 02, 2024

SELL
$495.16 - $548.49 $24,758 - $27,424
-50 Reduced 0.75%
6,636 $3.61 Million
Q1 2024

May 06, 2024

SELL
$467.28 - $523.17 $24,765 - $27,728
-53 Reduced 0.79%
6,686 $3.5 Million
Q4 2023

Feb 07, 2024

BUY
$410.68 - $476.69 $34,907 - $40,518
85 Added 1.28%
6,739 $3.2 Million
Q3 2023

Nov 01, 2023

SELL
$425.88 - $457.79 $14,054 - $15,107
-33 Reduced 0.49%
6,654 $2.84 Million
Q2 2023

Aug 01, 2023

SELL
$404.36 - $443.28 $6,065 - $6,649
-15 Reduced 0.22%
6,687 $2.96 Million
Q1 2023

May 04, 2023

BUY
$379.5 - $416.78 $46,678 - $51,263
123 Added 1.87%
6,702 $2.74 Million
Q4 2022

Jan 26, 2023

BUY
$357.63 - $407.42 $84,758 - $96,558
237 Added 3.74%
6,579 $0
Q3 2022

Nov 01, 2022

BUY
$357.18 - $429.7 $1.09 Million - $1.32 Million
3,062 Added 93.35%
6,342 $2.27 Million
Q2 2022

Aug 09, 2022

SELL
$365.86 - $456.8 $1.07 Million - $1.33 Million
-2,911 Reduced 47.02%
3,280 $1.24 Million
Q1 2022

Apr 20, 2022

BUY
$416.25 - $477.71 $11,655 - $13,375
28 Added 0.45%
6,191 $2.8 Million
Q4 2021

Jan 18, 2022

BUY
$428.64 - $477.48 $15,002 - $16,711
35 Added 0.57%
6,163 $2.93 Million
Q3 2021

Oct 19, 2021

SELL
$424.97 - $453.19 $63,320 - $67,525
-149 Reduced 2.37%
6,128 $2.63 Million
Q2 2021

Jul 27, 2021

BUY
$400.61 - $428.06 $8,012 - $8,561
20 Added 0.32%
6,277 $2.69 Million
Q1 2021

Apr 23, 2021

BUY
$368.79 - $397.26 $35,035 - $37,739
95 Added 1.54%
6,257 $2.48 Million
Q4 2020

Feb 02, 2021

BUY
$326.54 - $373.88 $39,184 - $44,865
120 Added 1.99%
6,162 $2.3 Million
Q3 2020

Oct 29, 2020

SELL
$310.52 - $357.7 $22,978 - $26,469
-74 Reduced 1.21%
6,042 $2.02 Million
Q2 2020

Aug 03, 2020

BUY
$246.15 - $323.2 $59,076 - $77,568
240 Added 4.08%
6,116 $1.89 Million
Q1 2020

May 04, 2020

SELL
$222.95 - $338.34 $33,442 - $50,750
-150 Reduced 2.49%
5,876 $1.51 Million
Q4 2019

Feb 05, 2020

BUY
$288.06 - $322.94 $1.74 Million - $1.95 Million
6,026 New
6,026 $1.94 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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