Marks Group Wealth Management, Inc Spdr S&P 500 ETF Trust Transaction History

Marks Group Wealth Management, Inc

  • $911 Million
  • Q2 2024

A detailed history of Marks Group Wealth Management, Inc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 6,514 shares of SPY stock, worth $3.72 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
6,514
Previous 6,404 1.72%
Holding current value
$3.72 Million
Previous $3.35 Million 5.85%
% of portfolio
0.39%
Previous 0.37%

Shares

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

Aug 14, 2024
BUY
$495.16 - $548.49 $54,467 - $60,333
110 Added 1.72%
6,514 $3.55 Million
Q4 2023

Feb 01, 2024
BUY
$410.68 - $476.69 $29,158 - $33,844
71 Added 1.12%
6,404 $3.04 Million
Q3 2023

Oct 30, 2023
BUY
$425.88 - $457.79 $386,699 - $415,673
908 Added 16.74%
6,333 $2.71 Million
Q2 2023

Jul 19, 2023
SELL
$404.36 - $443.28 $13,748 - $15,071
-34 Reduced 0.62%
5,425 $2.4 Million
Q1 2023

May 03, 2023
BUY
$379.5 - $416.78 $136,620 - $150,040
360 Added 7.06%
5,459 $2.23 Million
Q4 2022

Feb 06, 2023
SELL
$357.63 - $407.42 $13,947 - $15,889
-39 Reduced 0.76%
5,099 $1.95 Million
Q3 2022

Nov 10, 2022
BUY
$357.18 - $429.7 $18,216 - $21,914
51 Added 1.0%
5,138 $1.84 Million
Q2 2022

Aug 09, 2022
SELL
$365.86 - $456.8 $830,136 - $1.04 Million
-2,269 Reduced 30.85%
5,087 $1.92 Million
Q1 2022

May 10, 2022
BUY
$416.25 - $477.71 $1.08 Million - $1.24 Million
2,602 Added 54.73%
7,356 $3.32 Million
Q4 2021

Feb 14, 2022
BUY
$428.64 - $477.48 $1.66 Million - $1.85 Million
3,870 Added 437.78%
4,754 $634,000
Q3 2021

Nov 15, 2021
BUY
$424.97 - $453.19 $25,498 - $27,191
60 Added 7.28%
884 $379,000
Q1 2021

May 17, 2021
SELL
$368.79 - $397.26 $32,453 - $34,958
-88 Reduced 9.65%
824 $326,000
Q4 2020

Feb 08, 2021
SELL
$326.54 - $373.88 $92,084 - $105,434
-282 Reduced 23.62%
912 $341,000
Q3 2020

Nov 10, 2020
BUY
$310.52 - $357.7 $87,566 - $100,871
282 Added 30.92%
1,194 $400,000
Q1 2020

Apr 23, 2020
SELL
$222.95 - $338.34 $43,698 - $66,314
-196 Reduced 17.69%
912 $235,000
Q4 2019

Feb 12, 2020
BUY
$288.06 - $322.94 $319,170 - $357,817
1,108 New
1,108 $357,000

Others Institutions Holding SPY

# of Institutions
4,431
Shares Held
557M
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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