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

Koa Wealth Management, LLC

  • $118 Billion
  • Q2 2024

A detailed history of Koa Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Koa Wealth Management, LLC holds 513 shares of SPY stock, worth $293,938. This represents 0.24% of its overall portfolio holdings.

Number of Shares
513
Previous 463 10.8%
Holding current value
$293,938
Previous $242 Million 15.25%
% of portfolio
0.24%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
BUY
$495.16 - $548.49 $24,758 - $27,424
50 Added 10.8%
513 $279 Million
Q1 2024

May 07, 2024
BUY
$467.28 - $523.17 $216,350 - $242,227
463 New
463 $242 Million

Others Institutions Holding SPY

# of Institutions
4,432
Shares Held
559M
Call Options Held
275M
Put Options Held
402M
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
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