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

Moulton Wealth Management, Inc

  • $129 Million
  • Q4 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 466 shares of SPY stock, worth $284,120. This represents 0.21% of its overall portfolio holdings.

Number of Shares
466
Previous 492 5.28%
Holding current value
$284,120
Previous $282,000 3.19%
% of portfolio
0.21%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$567.81 - $607.81 $14,763 - $15,803
-26 Reduced 5.28%
466 $273,000
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
4,930
Shares Held
604M
Call Options Held
310M
Put Options Held
670M
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
Track This Portfolio

Track Moulton Wealth Management, Inc Portfolio

Follow Moulton Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moulton Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Moulton Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email