A detailed history of Mycio Wealth Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Mycio Wealth Partners, LLC holds 25,025 shares of SPY stock, worth $14.7 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares
25,025
Previous 24,461 2.31%
Holding current value
$14.7 Million
Previous $13.3 Million 7.87%
% of portfolio
3.3%
Previous 3.4%

Shares

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

Oct 25, 2024

BUY
$517.38 - $573.86 $291,802 - $323,657
564 Added 2.31%
25,025 $14.4 Million
Q2 2024

Aug 12, 2024

BUY
$495.16 - $548.49 $391,671 - $433,855
791 Added 3.34%
24,461 $13.3 Million
Q1 2024

May 07, 2024

BUY
$467.28 - $523.17 $105,138 - $117,713
225 Added 0.96%
23,670 $12.4 Million
Q4 2023

Jan 30, 2024

BUY
$410.68 - $476.69 $25,051 - $29,078
61 Added 0.26%
23,445 $11.1 Million
Q3 2023

Nov 07, 2023

BUY
$425.88 - $457.79 $756,362 - $813,035
1,776 Added 8.22%
23,384 $10 Million
Q2 2023

Aug 04, 2023

BUY
$404.36 - $443.28 $22,239 - $24,380
55 Added 0.26%
21,608 $9.58 Million
Q1 2023

May 09, 2023

SELL
$379.5 - $416.78 $127,512 - $140,038
-336 Reduced 1.54%
21,553 $8.82 Million
Q4 2022

Jan 25, 2023

BUY
$357.63 - $407.42 $1.45 Million - $1.65 Million
4,055 Added 22.74%
21,889 $0
Q3 2022

Nov 14, 2022

BUY
$357.18 - $429.7 $22,145 - $26,641
62 Added 0.35%
17,834 $6.37 Million
Q2 2022

Aug 02, 2022

BUY
$365.86 - $456.8 $165,002 - $206,016
451 Added 2.6%
17,772 $6.71 Million
Q1 2022

May 09, 2022

BUY
$416.25 - $477.71 $158,175 - $181,529
380 Added 2.24%
17,321 $7.82 Million
Q4 2021

Feb 08, 2022

BUY
$428.64 - $477.48 $20,146 - $22,441
47 Added 0.28%
16,941 $8.05 Million
Q3 2021

Nov 10, 2021

BUY
$424.97 - $453.19 $467,042 - $498,055
1,099 Added 6.96%
16,894 $7.25 Million
Q2 2021

Aug 09, 2021

BUY
$400.61 - $428.06 $513,181 - $548,344
1,281 Added 8.83%
15,795 $6.76 Million
Q1 2021

May 17, 2021

BUY
$368.79 - $397.26 $2.74 Million - $2.95 Million
7,427 Added 104.8%
14,514 $5.75 Million
Q4 2020

Feb 09, 2021

BUY
$326.54 - $373.88 $7,510 - $8,599
23 Added 0.33%
7,087 $2.65 Million
Q3 2020

Nov 12, 2020

SELL
$310.52 - $357.7 $1.33 Million - $1.53 Million
-4,287 Reduced 37.77%
7,064 $2.37 Million
Q2 2020

Aug 13, 2020

BUY
$246.15 - $323.2 $542,268 - $712,009
2,203 Added 24.08%
11,351 $3.5 Million
Q1 2020

May 14, 2020

SELL
$222.95 - $338.34 $90 Million - $137 Million
-403,879 Reduced 97.79%
9,148 $2.36 Million
Q4 2019

Feb 13, 2020

BUY
$288.06 - $322.94 $8.61 Million - $9.65 Million
29,873 Added 7.8%
413,027 $133 Million
Q3 2019

Nov 12, 2019

BUY
$283.82 - $302.01 $204,634 - $217,749
721 Added 0.19%
383,154 $114 Million
Q2 2019

Aug 05, 2019

BUY
$274.57 - $295.86 $3.8 Million - $4.1 Million
13,856 Added 3.76%
382,433 $112 Million
Q1 2019

Apr 18, 2019

BUY
$244.21 - $284.73 $242,500 - $282,736
993 Added 0.27%
368,577 $104 Million
Q4 2018

Jan 22, 2019

BUY
$234.34 - $291.73 $1.01 Million - $1.26 Million
4,324 Added 1.19%
367,584 $91.9 Million
Q3 2018

Oct 25, 2018

BUY
$270.9 - $293.58 $3.07 Million - $3.33 Million
11,327 Added 3.22%
363,260 $106 Million
Q2 2018

Jul 19, 2018

BUY
$257.47 - $278.92 $4.58 Million - $4.96 Million
17,793 Added 5.33%
351,933 $95.5 Million
Q1 2018

Apr 27, 2018

BUY
$257.63 - $286.58 $625,268 - $695,529
2,427 Added 0.73%
334,140 $87.9 Million
Q4 2017

Jan 31, 2018

BUY
$252.32 - $268.2 $937,116 - $996,094
3,714 Added 1.13%
331,713 $88.5 Million
Q3 2017

Oct 19, 2017

SELL
$242.71 - $251.23 $276,203 - $285,899
-1,138 Reduced 0.35%
327,999 $82.4 Million
Q2 2017

Aug 10, 2017

BUY
N/A
2,718 Added 0.83%
329,137 $79.6 Million
Q2 2017

Aug 08, 2017

BUY
N/A
326,419
326,419 $77 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Mycio Wealth Partners, LLC Portfolio

Follow Mycio Wealth Partners, LLC 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 Mycio Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mycio Wealth Partners, LLC with notifications on news.