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

Ivc Wealth Advisors LLC

$184 Million
Q1 2025

A detailed history of Ivc Wealth Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 1,132 shares of SPY stock, worth $682,686. This represents 0.34% of its overall portfolio holdings.

Number of Shares

1,132

Previous 1,132 -0.0%

Holding current value

$682,686

Previous $663,000 4.52%

% of portfolio

0.34%

Previous 0.37%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$567.81 - $607.81 $2,271 - $2,431	-4 Reduced 0.35%	1,132 $663,000
Q3 2024 Oct 24, 2024	BUY	$517.38 - $573.86 $517 - $573	1 Added 0.09%	1,136 $651,000
Q2 2024 Jul 16, 2024	BUY	$495.16 - $548.49 $1,485 - $1,645	3 Added 0.27%	1,135 $617,000
Q1 2024 Apr 19, 2024	BUY	$467.28 - $523.17 $18,691 - $20,926	40 Added 3.66%	1,132 $592,000
Q4 2023 Jan 10, 2024	SELL	$410.68 - $476.69 $16,427 - $19,067	-40 Reduced 3.53%	1,092 $519,000
Q1 2023 Apr 13, 2023	BUY	$379.5 - $416.78 $379 - $416	1 Added 0.09%	1,132 $463,000
Q2 2022 Jul 11, 2022	BUY	$365.86 - $456.8 $365 - $456	1 Added 0.09%	1,131 $427,000
Q4 2021 Jan 13, 2022	BUY	$428.64 - $477.48 $203,604 - $226,803	475 Added 72.52%	1,130 $537,000
Q2 2021 Jul 13, 2021	BUY	$400.61 - $428.06 $400 - $428	1 Added 0.15%	655 $280,000
Q1 2021 Apr 20, 2021	SELL	$368.79 - $397.26 $5,531 - $5,958	-15 Reduced 2.24%	654 $259,000
Q4 2020 Feb 01, 2021	BUY	$326.54 - $373.88 $218,455 - $250,125	669 New	669 $250,000

Others Institutions Holding SPY

# of Institutions

5,068

Shares Held

584M

Call Options Held

390M

Put Options Held

668M

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