Kerntke Otto Mc Glone Wealth Management Group Spdr S&P 500 ETF Trust Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$125 Million
Q2 2025

A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 795 shares of SPY stock, worth $525,208. This represents 0.39% of its overall portfolio holdings.

Number of Shares

795

Previous 471 68.79%

Holding current value

$525,208

Previous $263,000 86.69%

% of portfolio

0.39%

Previous 0.23%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$496.48 - $617.85 $160,859 - $200,183	324 Added 68.79%	795 $491,000
Q1 2025 May 01, 2025	BUY	$551.42 - $612.93 $551 - $612	1 Added 0.21%	471 $263,000
Q2 2024 Aug 14, 2024	BUY	$495.16 - $548.49 $232,725 - $257,790	470 New	470 $255,000
Q1 2022 May 16, 2022	SELL	$416.25 - $477.71 $433,316 - $497,296	-1,041 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$428.64 - $477.48 $446,214 - $497,056	1,041 New	1,041 $494,000
Q3 2021 Nov 09, 2021	SELL	$424.97 - $453.19 $979,980 - $1.05 Million	-2,306 Closed	0 $0
Q2 2021 Aug 04, 2021	SELL	$400.61 - $428.06 $42,064 - $44,946	-105 Reduced 4.36%	2,306 $987,000
Q1 2021 May 14, 2021	BUY	$368.79 - $397.26 $18,439 - $19,863	50 Added 2.12%	2,411 $955,000
Q4 2020 Feb 12, 2021	BUY	$326.54 - $373.88 $6,857 - $7,851	21 Added 0.9%	2,361 $883,000
Q3 2020 Nov 12, 2020	SELL	$310.52 - $357.7 $193,453 - $222,847	-623 Reduced 21.03%	2,340 $783,000
Q2 2020 Jul 31, 2020	BUY	$246.15 - $323.2 $378,086 - $496,435	1,536 Added 107.64%	2,963 $914,000
Q1 2020 Apr 27, 2020	BUY	$222.95 - $338.34 $114,150 - $173,230	512 Added 55.96%	1,427 $368,000
Q4 2019 Feb 21, 2020	BUY	$288.06 - $322.94 $263,574 - $295,490	915 New	915 $295,000

Others Institutions Holding SPY

# of Institutions

5,208

Shares Held

630M

Call Options Held

380M

Put Options Held

724M

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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Kerntke Otto Mc Glone Wealth Management Group Spdr S&P 500 ETF Trust Transaction History