A detailed history of Monograph Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 5,878 shares of SPY stock, worth $3.53 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
5,878
Previous 5,878 -0.0%
Holding current value
$3.53 Million
Previous $3.2 Million 5.47%
% of portfolio
0.46%
Previous 0.49%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$495.16 - $548.49 $34,166 - $37,845
69 Added 1.19%
5,878 $3.2 Million
Q1 2024

May 14, 2024

BUY
$467.28 - $523.17 $1.69 Million - $1.89 Million
3,620 Added 165.37%
5,809 $3.04 Million
Q4 2023

Feb 14, 2024

SELL
$410.68 - $476.69 $616,020 - $715,035
-1,500 Reduced 40.66%
2,189 $1.04 Million
Q3 2023

Nov 15, 2023

BUY
$425.88 - $457.79 $798,525 - $858,356
1,875 Added 103.36%
3,689 $1.58 Million
Q1 2023

May 09, 2023

SELL
$379.5 - $416.78 $23,149 - $25,423
-61 Reduced 3.25%
1,814 $742,000
Q4 2022

Feb 14, 2023

BUY
$357.63 - $407.42 $25,749 - $29,334
72 Added 3.99%
1,875 $716,000
Q4 2021

Feb 10, 2022

BUY
$428.64 - $477.48 $772,837 - $860,896
1,803 New
1,803 $859,000

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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