A detailed history of Mason & Associates Inc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Mason & Associates Inc holds 962 shares of SPY stock, worth $507,329. This represents 0.14% of its overall portfolio holdings.

Number of Shares
962
Previous 935 2.89%
Holding current value
$507,329
Previous $444,000 13.29%
% of portfolio
0.14%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$467.28 - $523.17 $12,616 - $14,125
27 Added 2.89%
962 $503,000
Q3 2023

Oct 19, 2023

BUY
$425.88 - $457.79 $13,628 - $14,649
32 Added 3.54%
935 $399,000
Q1 2023

Apr 20, 2023

BUY
$379.5 - $416.78 $342,688 - $376,352
903 New
903 $369,000

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Mason & Associates Inc Portfolio

Follow Mason & Associates Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mason & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Mason & Associates Inc with notifications on news.