Madison Wealth Partners, Inc Spdr S&P 500 ETF Trust Transaction History

Madison Wealth Partners, Inc

$326 Million
Q3 2024

A detailed history of Madison Wealth Partners, Inc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 9,450 shares of SPY stock, worth $5.71 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

9,450

Previous 8,006 18.04%

Holding current value

$5.71 Million

Previous $4.36 Million 24.44%

% of portfolio

1.66%

Previous 1.54%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$517.38 - $573.86 $747,096 - $828,653	1,444 Added 18.04%	9,450 $5.42 Million
Q1 2024 Apr 29, 2024	SELL	$467.28 - $523.17 $33,176 - $37,145	-71 Reduced 0.88%	8,006 $4.19 Million
Q4 2023 Feb 12, 2024	BUY	$410.68 - $476.69 $29,158 - $33,844	71 Added 0.89%	8,077 $3.84 Million
Q3 2023 Nov 01, 2023	BUY	$425.88 - $457.79 $11,924 - $12,818	28 Added 0.35%	8,006 $3.42 Million
Q2 2023 Jul 20, 2023	BUY	$404.36 - $443.28 $11,726 - $12,855	29 Added 0.36%	7,978 $3.54 Million
Q1 2023 Apr 20, 2023	BUY	$379.5 - $416.78 $12,903 - $14,170	34 Added 0.43%	7,949 $3.25 Million
Q4 2022 Jan 24, 2023	BUY	$357.63 - $407.42 $11,801 - $13,444	33 Added 0.42%	7,915 $0
Q3 2022 Oct 24, 2022	BUY	$357.18 - $429.7 $11,072 - $13,320	31 Added 0.39%	7,882 $2.82 Million
Q2 2022 Jul 22, 2022	BUY	$365.86 - $456.8 $4,390 - $5,481	12 Added 0.15%	7,851 $2.96 Million
Q1 2022 May 02, 2022	BUY	$416.25 - $477.71 $11,655 - $13,375	28 Added 0.36%	7,839 $3.54 Million
Q4 2021 Jan 19, 2022	BUY	$428.64 - $477.48 $10,287 - $11,459	24 Added 0.31%	7,811 $3.71 Million
Q3 2021 Nov 09, 2021	BUY	$424.97 - $453.19 $15,723 - $16,768	37 Added 0.48%	7,787 $3.34 Million
Q2 2021 Jul 19, 2021	BUY	$400.61 - $428.06 $22,033 - $23,543	55 Added 0.71%	7,750 $3.32 Million
Q4 2020 Feb 16, 2021	BUY	$326.54 - $373.88 $2.51 Million - $2.88 Million	7,695 New	7,695 $2.88 Million

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

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Madison Wealth Partners, Inc Spdr S&P 500 ETF Trust Transaction History