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 $1.47 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,529
Previous 2,615 3.29%
Holding current value
$1.47 Million
Previous $1.42 Billion 1.86%
% of portfolio
0.3%
Previous 0.31%

Shares

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

Others Institutions Holding SPY

# of Institutions
4,452
Shares Held
559M
Call Options Held
275M
Put Options Held
401M
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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