A detailed history of Ica Group Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 13,190 shares of SPY stock, worth $7.93 Million. This represents 4.39% of its overall portfolio holdings.

Number of Shares
13,190
Previous 19,263 31.53%
Holding current value
$7.93 Million
Previous $10.1 Million 28.75%
% of portfolio
4.39%
Previous 2.04%

Shares

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

Aug 08, 2024

SELL
$495.16 - $548.49 $3.01 Million - $3.33 Million
-6,073 Reduced 31.53%
13,190 $7.18 Million
Q1 2024

May 14, 2024

BUY
$467.28 - $523.17 $231,770 - $259,492
496 Added 2.64%
19,263 $10.1 Million
Q4 2023

Mar 07, 2024

SELL
$410.68 - $476.69 $554,418 - $643,531
-1,350 Reduced 6.71%
18,767 $8.92 Million
Q3 2023

Nov 13, 2023

SELL
$425.88 - $457.79 $434,397 - $466,945
-1,020 Reduced 4.83%
20,117 $8.6 Million
Q2 2023

Aug 11, 2023

BUY
$404.36 - $443.28 $1.57 Million - $1.72 Million
3,883 Added 22.5%
21,137 $9.37 Million
Q1 2023

May 12, 2023

BUY
$379.5 - $416.78 $864,880 - $949,841
2,279 Added 15.22%
17,254 $7.06 Million
Q4 2022

Feb 14, 2023

SELL
$357.63 - $407.42 $7,510 - $8,555
-21 Reduced 0.14%
14,975 $5.73 Million
Q3 2022

Nov 10, 2022

BUY
$357.18 - $429.7 $169,303 - $203,677
474 Added 3.26%
14,996 $5.36 Million
Q2 2022

Oct 03, 2022

SELL
$365.86 - $456.8 $42,439 - $52,988
-116 Reduced 0.79%
14,522 $6.13 Million
Q1 2022

Oct 03, 2022

BUY
$416.25 - $477.71 $6.09 Million - $6.99 Million
14,638 New
14,638 $6.03 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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