Palo Alto Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Palo Alto Wealth Advisors, LLC

  • $145 Billion
  • Q2 2024

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 2,428 shares of SPY stock, worth $1.38 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
2,428
Previous 2,635 7.86%
Holding current value
$1.38 Million
Previous $1.38 Billion 4.1%
% of portfolio
0.92%
Previous 0.97%

Shares

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

Aug 13, 2024
SELL
$495.16 - $548.49 $102,498 - $113,537
-207 Reduced 7.86%
2,428 $1.33 Billion
Q1 2024

Apr 30, 2024
SELL
$467.28 - $523.17 $16,354 - $18,310
-35 Reduced 1.31%
2,635 $1.38 Billion
Q3 2023

Oct 30, 2023
SELL
$425.88 - $457.79 $97,952 - $105,291
-230 Reduced 7.93%
2,670 $1.15 Billion
Q1 2023

Apr 18, 2023
SELL
$379.5 - $416.78 $42,883 - $47,096
-113 Reduced 3.75%
2,900 $1.19 Billion
Q4 2022

Feb 07, 2023
BUY
$357.63 - $407.42 $1.08 Million - $1.23 Million
3,013 New
3,013 $1.16 Billion

Others Institutions Holding SPY

# of Institutions
4,432
Shares Held
559M
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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