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

Koa Wealth Management, LLC

  • $122 Billion
  • Q4 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 396 shares of SPY stock, worth $241,441. This represents 0.19% of its overall portfolio holdings.

Number of Shares
396
Previous 503 21.27%
Holding current value
$241,441
Previous $289 Million 19.58%
% of portfolio
0.19%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,930
Shares Held
604M
Call Options Held
310M
Put Options Held
670M
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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