Kfg Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Kfg Wealth Management, LLC

  • $344 Million
  • Q3 2024

A detailed history of Kfg Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 16,981 shares of SPY stock, worth $10.3 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares
16,981
Previous 17,972 5.51%
Holding current value
$10.3 Million
Previous $9.78 Million 0.37%
% of portfolio
2.83%
Previous 4.26%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$517.38 - $573.86 $512,723 - $568,695
-991 Reduced 5.51%
16,981 $9.74 Million
Q2 2024

Jul 19, 2024
BUY
$495.16 - $548.49 $2,475 - $2,742
5 Added 0.03%
17,972 $9.78 Million
Q1 2024

Apr 19, 2024
BUY
$467.28 - $523.17 $121,025 - $135,501
259 Added 1.46%
17,967 $9.4 Million
Q4 2023

Jan 31, 2024
SELL
$410.68 - $476.69 $1.01 Million - $1.17 Million
-2,458 Reduced 12.19%
17,708 $8.42 Million
Q3 2023

Oct 17, 2023
SELL
$425.88 - $457.79 $5.85 Million - $6.28 Million
-13,726 Reduced 40.5%
20,166 $8.62 Million
Q2 2023

Jul 18, 2023
SELL
$404.36 - $443.28 $2.44 Million - $2.68 Million
-6,041 Reduced 15.13%
33,892 $15 Billion
Q1 2023

Apr 14, 2023
BUY
$379.5 - $416.78 $4.94 Million - $5.43 Million
13,017 Added 48.36%
39,933 $16.5 Billion
Q4 2022

Jan 18, 2023
BUY
$357.63 - $407.42 $9.63 Million - $11 Million
26,916 New
26,916 $10.3 Billion

Others Institutions Holding SPY

# of Institutions
4,552
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Kfg Wealth Management, LLC Portfolio

Follow Kfg Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Kfg Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email