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

Ivc Wealth Advisors LLC

$177 Million
Q4 2024

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 $690,237. This represents 0.37% of its overall portfolio holdings.

Number of Shares

1,132

Previous 1,136 0.35%

Holding current value

$690,237

Previous $651,000 1.84%

% of portfolio

0.37%

Previous 0.36%

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

4,603

Shares Held

577M

Call Options Held

285M

Put Options Held

655M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ivc Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ivc Wealth Advisors LLC with notifications on news.

Account

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