Minot Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History

Minot Wealth Management LLC

  • $389 Million
  • Q2 2022

A detailed history of Minot Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Minot Wealth Management LLC holds 59,934 shares of SPY stock, worth $35.1 Million. This represents 5.81% of its overall portfolio holdings.

Number of Shares
59,934
Previous 57,141 4.89%
Holding current value
$35.1 Million
Previous $25.8 Million 12.39%
% of portfolio
5.81%
Previous 5.56%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 12, 2022
BUY
$365.86 - $456.8 $1.02 Million - $1.28 Million
2,793 Added 4.89%
59,934 $22.6 Million
Q1 2022

Apr 14, 2022
BUY
$416.25 - $477.71 $1.93 Million - $2.21 Million
4,635 Added 8.83%
57,141 $25.8 Million
Q4 2021

Jan 20, 2022
BUY
$428.64 - $477.48 $1.01 Million - $1.12 Million
2,349 Added 4.68%
52,506 $24.9 Million
Q3 2021

Oct 25, 2021
BUY
$424.97 - $453.19 $1.55 Million - $1.66 Million
3,654 Added 7.86%
50,157 $21.5 Million
Q2 2021

Jul 19, 2021
BUY
$400.61 - $428.06 $11.7 Million - $12.5 Million
29,310 Added 170.48%
46,503 $20.3 Million
Q1 2021

Apr 29, 2021
BUY
$368.79 - $397.26 $418,945 - $451,287
1,136 Added 7.07%
17,193 $6.81 Million
Q4 2020

Jan 28, 2021
SELL
$326.54 - $373.88 $234,455 - $268,445
-718 Reduced 4.28%
16,057 $6 Million
Q3 2020

Oct 13, 2020
SELL
$310.52 - $357.7 $24,531 - $28,258
-79 Reduced 0.47%
16,775 $5.62 Million
Q2 2020

Jul 14, 2020
SELL
$246.15 - $323.2 $421,408 - $553,318
-1,712 Reduced 9.22%
16,854 $5.2 Million
Q1 2020

Apr 27, 2020
BUY
$222.95 - $338.34 $76,471 - $116,050
343 Added 1.88%
18,566 $4.79 Million
Q4 2019

Feb 05, 2020
BUY
$288.06 - $322.94 $5.25 Million - $5.88 Million
18,223 New
18,223 $6.04 Million

Others Institutions Holding SPY

# of Institutions
4,544
Shares Held
592M
Call Options Held
285M
Put Options Held
653M
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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