Measured Wealth Private Client Group, LLC Spdr S&P 500 ETF Trust Transaction History

Measured Wealth Private Client Group, LLC

$309 Million
Q1 2025

A detailed history of Measured Wealth Private Client Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 26,522 shares of SPY stock, worth $16 Million. This represents 4.81% of its overall portfolio holdings.

Number of Shares

26,522

Previous 26,661 0.52%

Holding current value

$16 Million

Previous $15.6 Million 5.05%

% of portfolio

4.81%

Previous 5.09%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$551.42 - $612.93 $76,647 - $85,197	-139 Reduced 0.52%	26,522 $14.8 Million
Q4 2024 Jan 27, 2025	SELL	$567.81 - $607.81 $697,838 - $746,998	-1,229 Reduced 4.41%	26,661 $15.6 Million
Q3 2024 Oct 25, 2024	SELL	$517.38 - $573.86 $1.02 Million - $1.13 Million	-1,976 Reduced 6.62%	27,890 $16 Million
Q2 2024 Aug 12, 2024	SELL	$495.16 - $548.49 $2.28 Million - $2.52 Million	-4,600 Reduced 13.35%	29,866 $16.3 Million
Q1 2024 Apr 18, 2024	SELL	$467.28 - $523.17 $426,159 - $477,131	-912 Reduced 2.58%	34,466 $18 Million
Q4 2023 Feb 06, 2024	SELL	$410.68 - $476.69 $175,771 - $204,023	-428 Reduced 1.2%	35,378 $16.8 Million
Q3 2023 Oct 18, 2023	SELL	$425.88 - $457.79 $507,223 - $545,227	-1,191 Reduced 3.22%	35,806 $15.3 Million
Q2 2023 Jul 20, 2023	SELL	$404.36 - $443.28 $1.69 Million - $1.86 Million	-4,186 Reduced 10.16%	36,997 $16.4 Million
Q1 2023 May 01, 2023	SELL	$379.5 - $416.78 $372,669 - $409,277	-982 Reduced 2.33%	41,183 $16.9 Million
Q4 2022 Jan 23, 2023	SELL	$357.63 - $407.42 $2.14 Million - $2.43 Million	-5,973 Reduced 12.41%	42,165 $0
Q3 2022 Oct 27, 2022	BUY	$357.18 - $429.7 $15.8 Million - $19 Million	44,225 Added 1130.21%	48,138 $17.2 Million
Q2 2022 Jul 25, 2022	SELL	$365.86 - $456.8 $381,226 - $475,985	-1,042 Reduced 21.03%	3,913 $1.48 Million
Q1 2022 May 03, 2022	SELL	$416.25 - $477.71 $360,056 - $413,219	-865 Reduced 14.86%	4,955 $2.24 Million
Q4 2021 Jan 28, 2022	SELL	$428.64 - $477.48 $11,144 - $12,414	-26 Reduced 0.44%	5,820 $2.76 Million
Q3 2021 Nov 01, 2021	SELL	$424.97 - $453.19 $3,824 - $4,078	-9 Reduced 0.15%	5,846 $2.51 Million
Q2 2021 Aug 05, 2021	BUY	$400.61 - $428.06 $2,403 - $2,568	6 Added 0.1%	5,855 $2.51 Million
Q1 2021 May 04, 2021	BUY	$368.79 - $397.26 $2,581 - $2,780	7 Added 0.12%	5,849 $2.32 Million
Q4 2020 Jan 20, 2021	SELL	$326.54 - $373.88 $1,632 - $1,869	-5 Reduced 0.09%	5,842 $2.18 Million
Q3 2020 Oct 15, 2020	SELL	$310.52 - $357.7 $4,036 - $4,650	-13 Reduced 0.22%	5,847 $1.96 Million
Q2 2020 Aug 03, 2020	SELL	$246.15 - $323.2 $20,184 - $26,502	-82 Reduced 1.38%	5,860 $1.81 Million
Q1 2020 Apr 22, 2020	SELL	$222.95 - $338.34 $49,717 - $75,449	-223 Reduced 3.62%	5,942 $1.53 Million
Q4 2019 Jan 15, 2020	SELL	$288.06 - $322.94 $50,986 - $57,160	-177 Reduced 2.79%	6,165 $1.98 Million
Q3 2019 Oct 11, 2019	SELL	$283.82 - $302.01 $292,334 - $311,070	-1,030 Reduced 13.97%	6,342 $1.88 Million
Q2 2019 Jul 26, 2019	SELL	$274.57 - $295.86 $1.65 Million - $1.78 Million	-6,003 Reduced 44.88%	7,372 $2.16 Million
Q1 2019 May 07, 2019	BUY	$244.21 - $284.73 $585,371 - $682,497	2,397 Added 21.83%	13,375 $3.78 Million
Q4 2018 Feb 07, 2019	SELL	$234.34 - $291.73 $189,815 - $236,301	-810 Reduced 6.87%	10,978 $2.74 Million
Q3 2018 Nov 14, 2018	BUY	$270.9 - $293.58 $271,441 - $294,167	1,002 Added 9.29%	11,788 $3.43 Million
Q2 2018 Aug 14, 2018	SELL	$257.47 - $278.92 $95,521 - $103,479	-371 Reduced 3.33%	10,786 $2.93 Million
Q3 2017 Feb 15, 2018	BUY	$242.71 - $251.23 $2.71 Million - $2.8 Million	11,157	11,157 $2.8 Million

Others Institutions Holding SPY

# of Institutions

5,068

Shares Held

584M

Call Options Held

390M

Put Options Held

668M

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 Measured Wealth Private Client Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Measured Wealth Private Client Group, LLC with notifications on news.

Account

Measured Wealth Private Client Group, LLC Spdr S&P 500 ETF Trust Transaction History