A detailed history of Moneywise, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Moneywise, Inc. holds 20,424 shares of SPY stock, worth $12.2 Million. This represents 6.07% of its overall portfolio holdings.

Number of Shares
20,424
Previous 12,199 67.42%
Holding current value
$12.2 Million
Previous $6.64 Million 76.56%
% of portfolio
6.07%
Previous 3.67%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$517.38 - $573.86 $4.26 Million - $4.72 Million
8,225 Added 67.42%
20,424 $11.7 Million
Q2 2024

Jul 17, 2024

BUY
$495.16 - $548.49 $2.07 Million - $2.29 Million
4,179 Added 52.11%
12,199 $6.64 Million
Q1 2024

Apr 22, 2024

BUY
$467.28 - $523.17 $2.53 Million - $2.83 Million
5,411 Added 207.4%
8,020 $4.2 Million
Q4 2023

Jan 29, 2024

BUY
$410.68 - $476.69 $802,468 - $931,452
1,954 Added 298.32%
2,609 $1.24 Million
Q3 2023

Oct 23, 2023

BUY
$425.88 - $457.79 $278,951 - $299,852
655 New
655 $279,000

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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