Martel Wealth Advisors Inc Spdr S&P 500 ETF Trust Transaction History

Martel Wealth Advisors Inc

$489 Billion
Q3 2024

A detailed history of Martel Wealth Advisors Inc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 2,529 shares of SPY stock, worth $1.48 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

2,529

Previous 2,615 3.29%

Holding current value

$1.48 Million

Previous $1.42 Billion 1.86%

% of portfolio

0.3%

Previous 0.31%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$517.38 - $573.86 $44,494 - $49,351	-86 Reduced 3.29%	2,529 $1.45 Billion
Q2 2024 Oct 09, 2024	SELL	$495.16 - $548.49 $316,407 - $350,485	-639 Reduced 19.64%	2,615 $1.42 Billion
Q1 2024 Oct 09, 2024	SELL	$467.28 - $523.17 $934,092 - $1.05 Million	-1,999 Reduced 38.05%	3,254 $1.7 Billion
Q4 2023 Oct 09, 2024	SELL	$410.68 - $476.69 $114,579 - $132,996	-279 Reduced 5.04%	5,253 $2.5 Billion
Q3 2023 Oct 09, 2024	SELL	$425.88 - $457.79 $38,755 - $41,658	-91 Reduced 1.62%	5,532 $2.36 Billion
Q2 2023 Oct 09, 2024	SELL	$404.36 - $443.28 $44,883 - $49,204	-111 Reduced 1.94%	5,623 $2.49 Billion
Q1 2023 Oct 09, 2024	SELL	$379.5 - $416.78 $22,011 - $24,173	-58 Reduced 1.0%	5,734 $2.35 Billion
Q4 2022 Oct 09, 2024	BUY	$357.63 - $407.42 $229,598 - $261,563	642 Added 12.47%	5,792 $2.22 Billion
Q3 2022 Oct 09, 2024	BUY	$357.18 - $429.7 $20,002 - $24,063	56 Added 1.1%	5,150 $1.84 Billion
Q2 2022 Oct 09, 2024	SELL	$365.86 - $456.8 $53,781 - $67,149	-147 Reduced 2.8%	5,094 $1.92 Billion
Q1 2022 Oct 09, 2024	SELL	$416.25 - $477.71 $22,061 - $25,318	-53 Reduced 1.0%	5,241 $2.37 Billion
Q4 2021 Oct 09, 2024	SELL	$428.64 - $477.48 $42,864 - $47,748	-100 Reduced 1.85%	5,294 $2.51 Billion
Q3 2021 Oct 09, 2024	SELL	$424.97 - $453.19 $56,521 - $60,274	-133 Reduced 2.41%	5,394 $2.31 Billion
Q2 2021 Oct 09, 2024	SELL	$400.61 - $428.06 $69,305 - $74,054	-173 Reduced 3.04%	5,527 $2.37 Billion
Q1 2021 Oct 09, 2024	SELL	$368.79 - $397.26 $50,155 - $54,027	-136 Reduced 2.33%	5,700 $2.26 Billion
Q4 2020 Oct 09, 2024	BUY	$326.54 - $373.88 $1.91 Million - $2.18 Million	5,836 New	5,836 $2.18 Billion
Q3 2020 Oct 18, 2024	SELL	$310.52 - $357.7 $41,609 - $47,931	-134 Reduced 2.47%	5,290 $1.77 Billion
Q2 2020 Oct 18, 2024	BUY	$246.15 - $323.2 $17,722 - $23,270	72 Added 1.35%	5,424 $1.67 Billion
Q1 2020 Oct 18, 2024	SELL	$222.95 - $338.34 $24,970 - $37,894	-112 Reduced 2.05%	5,352 $1.38 Billion
Q4 2019 Oct 18, 2024	SELL	$288.06 - $322.94 $122,425 - $137,249	-425 Reduced 7.22%	5,464 $1.76 Billion
Q3 2019 Oct 18, 2024	SELL	$283.82 - $302.01 $25,259 - $26,878	-89 Reduced 1.49%	5,889 $1.75 Billion
Q2 2019 Oct 18, 2024	SELL	$274.57 - $295.86 $34,595 - $37,278	-126 Reduced 2.06%	5,978 $1.75 Billion
Q1 2019 Oct 18, 2024	SELL	$244.21 - $284.73 $451,300 - $526,181	-1,848 Reduced 23.24%	6,104 $1.72 Billion
Q4 2018 Oct 18, 2024	SELL	$234.34 - $291.73 $12,420 - $15,461	-53 Reduced 0.66%	7,952 $1.99 Billion
Q3 2018 Oct 18, 2024	BUY	$270.9 - $293.58 $1.48 Million - $1.61 Million	5,476 Added 216.53%	8,005 $2.33 Billion

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Martel Wealth Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Martel Wealth Advisors Inc with notifications on news.

Account

Martel Wealth Advisors Inc Spdr S&P 500 ETF Trust Transaction History