Moulton Wealth Management, Inc Spdr S&P 500 ETF Trust Transaction History

Moulton Wealth Management, Inc

  • $118 Million
  • Q3 2024

A detailed history of Moulton Wealth Management, Inc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 492 shares of SPY stock, worth $295,839. This represents 0.24% of its overall portfolio holdings.

Number of Shares
492
Previous 491 0.2%
Holding current value
$295,839
Previous $267,000 5.62%
% of portfolio
0.24%
Previous 0.25%

Shares

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

Oct 17, 2024
BUY
$517.38 - $573.86 $517 - $573
1 Added 0.2%
492 $282,000
Q2 2024

Jul 16, 2024
BUY
$495.16 - $548.49 $990 - $1,096
2 Added 0.41%
491 $267,000
Q4 2023

Jan 10, 2024
BUY
$410.68 - $476.69 $200,822 - $233,101
489 New
489 $232,000

Others Institutions Holding SPY

# of Institutions
4,553
Shares Held
593M
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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