Moneywise, Inc. Spdr S&P 500 ETF Trust Transaction History

Moneywise, Inc.

$186 Million
Q4 2024

A detailed history of Moneywise, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Moneywise, Inc. holds 23,944 shares of SPY stock, worth $14.5 Million. This represents 7.53% of its overall portfolio holdings.

Number of Shares

23,944

Previous 20,424 17.23%

Holding current value

$14.5 Million

Previous $11.7 Million 19.74%

% of portfolio

7.53%

Previous 6.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$567.81 - $607.81 $2 Million - $2.14 Million	3,520 Added 17.23%	23,944 $14 Million
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

# of Institutions

4,714

Shares Held

612M

Call Options Held

288M

Put Options Held

680M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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