Mowery & Schoenfeld Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $69.6 Billion
  • Q2 2024

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 805 shares of SPY stock, worth $460,033. This represents 0.63% of its overall portfolio holdings.

Number of Shares
805
Previous 1,580 49.05%
Holding current value
$460,033
Previous $826 Million 46.99%
% of portfolio
0.63%
Previous 1.59%

Shares

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

Aug 14, 2024
SELL
$495.16 - $548.49 $383,749 - $425,079
-775 Reduced 49.05%
805 $438 Million
Q4 2023

May 14, 2024
BUY
$410.68 - $476.69 $648,874 - $753,170
1,580 New
1,580 $751 Million

Others Institutions Holding SPY

# of Institutions
4,431
Shares Held
557M
Call Options Held
275M
Put Options Held
402M
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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