Partnership Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Partnership Wealth Management, LLC

  • $135 Billion
  • Q2 2024

A detailed history of Partnership Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 1,104 shares of SPY stock, worth $620,459. This represents 0.44% of its overall portfolio holdings.

Number of Shares
1,104
Previous 902 22.39%
Holding current value
$620,459
Previous $472 Million 27.32%
% of portfolio
0.44%
Previous 0.33%

Shares

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

Jul 03, 2024
BUY
$495.16 - $548.49 $100,022 - $110,794
202 Added 22.39%
1,104 $601 Million
Q1 2024

Apr 10, 2024
BUY
$467.28 - $523.17 $36,915 - $41,330
79 Added 9.6%
902 $472 Million
Q4 2023

Feb 07, 2024
BUY
$410.68 - $476.69 $337,989 - $392,315
823 New
823 $397 Million

Others Institutions Holding SPY

# of Institutions
4,428
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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