Impact Partnership Wealth, LLC Spdr S&P 500 ETF Trust Transaction History

Impact Partnership Wealth, LLC

$495 Billion
Q4 2024

A detailed history of Impact Partnership Wealth, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 9,764 shares of SPY stock, worth $5.88 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

9,764

Previous 8,691 12.35%

Holding current value

$5.88 Million

Previous $4.99 Billion 14.76%

% of portfolio

1.15%

Previous 1.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$567.81 - $607.81 $609,260 - $652,180	1,073 Added 12.35%	9,764 $5.72 Billion
Q3 2024 Oct 22, 2024	BUY	$517.38 - $573.86 $1.17 Million - $1.3 Million	2,257 Added 35.08%	8,691 $4.99 Billion
Q2 2024 Aug 02, 2024	BUY	$495.16 - $548.49 $472,382 - $523,259	954 Added 17.41%	6,434 $3.5 Billion
Q1 2024 May 13, 2024	SELL	$467.28 - $523.17 $86,446 - $96,786	-185 Reduced 3.27%	5,480 $2.87 Billion
Q4 2023 Feb 14, 2024	SELL	$410.68 - $476.69 $585,629 - $679,759	-1,426 Reduced 20.11%	5,665 $2.69 Billion
Q3 2023 Oct 17, 2023	SELL	$425.88 - $457.79 $53,235 - $57,223	-125 Reduced 1.73%	7,091 $3.03 Billion
Q2 2023 Jul 17, 2023	BUY	$404.36 - $443.28 $2.92 Million - $3.2 Million	7,216 New	7,216 $3.2 Billion

Others Institutions Holding SPY

# of Institutions

4,696

Shares Held

580M

Call Options Held

288M

Put Options Held

680M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Impact Partnership Wealth, LLC Spdr S&P 500 ETF Trust Transaction History