Napa Wealth Management Spdr S&P 500 ETF Trust Transaction History

Napa Wealth Management

  • $211 Billion
  • Q3 2024

A detailed history of Napa Wealth Management transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Napa Wealth Management holds 1,273 shares of SPY stock, worth $755,741. This represents 0.35% of its overall portfolio holdings.

Number of Shares
1,273
Previous 1,309 2.75%
Holding current value
$755,741
Previous $712 Million 2.52%
% of portfolio
0.35%
Previous 0.48%

Shares

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

Nov 07, 2024
SELL
$517.38 - $573.86 $18,625 - $20,658
-36 Reduced 2.75%
1,273 $730 Million
Q2 2024

Aug 14, 2024
SELL
$495.16 - $548.49 $31,195 - $34,554
-63 Reduced 4.59%
1,309 $712 Million
Q1 2024

Aug 14, 2024
SELL
$467.28 - $523.17 $45,326 - $50,747
-97 Reduced 6.6%
1,372 $718 Million
Q4 2023

Feb 22, 2024
BUY
$410.68 - $476.69 $603,288 - $700,257
1,469 New
1,469 $698 Million

Others Institutions Holding SPY

# of Institutions
4,543
Shares Held
592M
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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