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

Kfg Wealth Management, LLC

$222 Million
Q1 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 17,967 shares of SPY stock, worth $9.78 Million. This represents 4.24% of its overall portfolio holdings.

Number of Shares

17,967

Previous 17,708 1.46%

Holding current value

$9.78 Million

Previous $8.42 Million 11.66%

% of portfolio

4.24%

Previous 4.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,334

Shares Held

584M

Call Options Held

250M

Put Options Held

483M

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