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

Koa Wealth Management, LLC

$126 Billion
Q2 2025

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 527 shares of SPY stock, worth $335,667. This represents 0.26% of its overall portfolio holdings.

Number of Shares

527

Previous 428 23.13%

Holding current value

$335,667

Previous $239 Million 36.0%

% of portfolio

0.26%

Previous 0.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$496.48 - $617.85 $49,151 - $61,167	99 Added 23.13%	527 $326 Million
Q1 2025 May 12, 2025	BUY	$551.42 - $612.93 $17,645 - $19,613	32 Added 8.08%	428 $239 Million
Q4 2024 Jan 23, 2025	SELL	$567.81 - $607.81 $60,755 - $65,035	-107 Reduced 21.27%	396 $232 Million
Q3 2024 Nov 06, 2024	SELL	$517.38 - $573.86 $5,173 - $5,738	-10 Reduced 1.95%	503 $289 Million
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

5,106

Shares Held

594M

Call Options Held

389M

Put Options Held

675M

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