One Wealth Management Investment & Advisory Services, LLC Spdr S&P 500 ETF Trust Transaction History

One Wealth Management Investment & Advisory Services, LLC

  • $251 Billion
  • Q2 2024

A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 1,924 shares of SPY stock, worth $1.1 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
1,924
Previous 1,861 3.39%
Holding current value
$1.1 Million
Previous $973 Million 7.57%
% of portfolio
0.42%
Previous 0.4%

Shares

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

Aug 06, 2024
BUY
$495.16 - $548.49 $31,195 - $34,554
63 Added 3.39%
1,924 $1.05 Billion
Q1 2024

May 14, 2024
SELL
$467.28 - $523.17 $102,801 - $115,097
-220 Reduced 10.57%
1,861 $973 Million
Q4 2023

Jan 25, 2024
BUY
$410.68 - $476.69 $854,625 - $991,991
2,081 New
2,081 $989 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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