A detailed history of Iag Wealth Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 539 shares of SPY stock, worth $308,022. This represents 0.06% of its overall portfolio holdings.

Number of Shares
539
Previous 531 1.51%
Holding current value
$308,022
Previous $277,000 5.78%
% of portfolio
0.06%
Previous 0.06%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$495.16 - $548.49 $3,961 - $4,387
8 Added 1.51%
539 $293,000
Q1 2024

Apr 24, 2024

BUY
$467.28 - $523.17 $88,783 - $99,402
190 Added 55.72%
531 $277,000
Q4 2023

Feb 02, 2024

BUY
$410.68 - $476.69 $5,338 - $6,196
13 Added 3.96%
341 $162,000
Q2 2023

Aug 10, 2023

SELL
$404.36 - $443.28 $65,101 - $71,368
-161 Reduced 32.92%
328 $145,000
Q4 2022

Feb 08, 2023

BUY
$357.63 - $407.42 $33,617 - $38,297
94 Added 23.8%
489 $186,000
Q3 2022

Oct 26, 2022

SELL
$357.18 - $429.7 $13,215 - $15,898
-37 Reduced 8.56%
395 $141,000
Q2 2022

Aug 03, 2022

BUY
$365.86 - $456.8 $33,293 - $41,568
91 Added 26.69%
432 $163,000
Q4 2021

Feb 14, 2022

SELL
$428.64 - $477.48 $17,145 - $19,099
-40 Reduced 10.5%
341 $162,000
Q3 2021

Nov 04, 2021

BUY
$424.97 - $453.19 $16,573 - $17,674
39 Added 11.4%
381 $164,000
Q2 2021

Aug 04, 2021

BUY
$400.61 - $428.06 $400 - $428
1 Added 0.29%
342 $147,000
Q1 2021

Apr 29, 2021

SELL
$368.79 - $397.26 $158,579 - $170,821
-430 Reduced 55.77%
341 $136,000
Q4 2020

Feb 11, 2021

BUY
$326.54 - $373.88 $57,797 - $66,176
177 Added 29.8%
771 $289,000
Q3 2020

Feb 11, 2021

BUY
$310.52 - $357.7 $5,589 - $6,438
18 Added 3.13%
594 $199,000
Q2 2020

Feb 11, 2021

BUY
$246.15 - $323.2 $7,138 - $9,372
29 Added 5.3%
576 $178,000
Q1 2020

Feb 11, 2021

SELL
$222.95 - $338.34 $51,724 - $78,494
-232 Reduced 29.78%
547 $141,000
Q4 2019

Feb 11, 2021

BUY
$288.06 - $322.94 $224,398 - $251,570
779 New
779 $251,000

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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