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

Napa Wealth Management

  • $148 Billion
  • Q2 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 1,309 shares of SPY stock, worth $744,323. This represents 0.48% of its overall portfolio holdings.

Number of Shares
1,309
Previous 1,372 4.59%
Holding current value
$744,323
Previous $718 Million 0.72%
% of portfolio
0.48%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,433
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
Track This Portfolio

Track Napa Wealth Management Portfolio

Follow Napa Wealth Management 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 Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email