Paradigm, Strategies In Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Paradigm, Strategies In Wealth Management, LLC

  • $141 Million
  • Q1 2025

A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 6,334 shares of SPY stock, worth $3.76 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares
6,334
Previous 6,446 1.74%
Holding current value
$3.76 Million
Previous $3.78 Million 6.2%
% of portfolio
2.52%
Previous 2.62%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$551.42 - $612.93 $61,759 - $68,648
-112 Reduced 1.74%
6,334 $3.54 Million
Q4 2024

Jan 14, 2025
SELL
$567.81 - $607.81 $161,258 - $172,618
-284 Reduced 4.22%
6,446 $3.78 Million
Q3 2024

Oct 24, 2024
SELL
$517.38 - $573.86 $301,115 - $333,986
-582 Reduced 7.96%
6,730 $3.86 Million
Q2 2024

Jul 30, 2024
SELL
$495.16 - $548.49 $26,243 - $29,069
-53 Reduced 0.72%
7,312 $3.98 Million
Q1 2024

May 02, 2024
BUY
$467.28 - $523.17 $1,401 - $1,569
3 Added 0.04%
7,365 $3.85 Million
Q4 2023

Jan 26, 2024
SELL
$410.68 - $476.69 $75,975 - $88,187
-185 Reduced 2.45%
7,362 $3.5 Million
Q3 2023

Oct 25, 2023
BUY
$425.88 - $457.79 $12,776 - $13,733
30 Added 0.4%
7,547 $3.23 Million
Q2 2023

Jul 19, 2023
SELL
$404.36 - $443.28 $48,523 - $53,193
-120 Reduced 1.57%
7,517 $3.33 Million
Q1 2023

May 02, 2023
BUY
$379.5 - $416.78 $4,554 - $5,001
12 Added 0.16%
7,637 $3.13 Million
Q4 2022

Jan 20, 2023
BUY
$357.63 - $407.42 $16,093 - $18,333
45 Added 0.59%
7,625 $0
Q3 2022

Nov 09, 2022
BUY
$357.18 - $429.7 $9,286 - $11,172
26 Added 0.34%
7,580 $2.71 Million
Q2 2022

Jul 18, 2022
BUY
$365.86 - $456.8 $70,976 - $88,619
194 Added 2.64%
7,554 $2.85 Million
Q1 2022

Apr 18, 2022
BUY
$416.25 - $477.71 $70,346 - $80,732
169 Added 2.35%
7,360 $3.32 Million
Q4 2021

Feb 08, 2022
SELL
$428.64 - $477.48 $365,629 - $407,290
-853 Reduced 10.6%
7,191 $3.42 Million
Q3 2021

Oct 15, 2021
BUY
$424.97 - $453.19 $715,649 - $763,171
1,684 Added 26.48%
8,044 $3.45 Million
Q2 2021

Jul 30, 2021
SELL
$400.61 - $428.06 $12,418 - $13,269
-31 Reduced 0.49%
6,360 $2.72 Million
Q1 2021

Apr 29, 2021
BUY
$368.79 - $397.26 $2.36 Million - $2.54 Million
6,391 New
6,391 $2.53 Million

Others Institutions Holding SPY

# of Institutions
5,066
Shares Held
584M
Call Options Held
390M
Put Options Held
668M
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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