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

Peninsula Wealth, LLC

  • $558 Million
  • Q3 2024

A detailed history of Peninsula Wealth, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Peninsula Wealth, LLC holds 623 shares of SPY stock, worth $365,252. This represents 0.06% of its overall portfolio holdings.

Number of Shares
623
Previous 623 -0.0%
Holding current value
$365,252
Previous $339,000 5.31%
% of portfolio
0.06%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 30, 2024
SELL
$467.28 - $523.17 $96,726 - $108,296
-207 Reduced 24.94%
623 $325,000
Q1 2024

May 08, 2024
BUY
$467.28 - $523.17 $96,726 - $108,296
207 Added 33.23%
830 $434,000
Q2 2023

Aug 14, 2023
SELL
$404.36 - $443.28 $7,682 - $8,422
-19 Reduced 2.96%
623 $276,000
Q1 2023

May 11, 2023
BUY
$379.5 - $416.78 $7,210 - $7,918
19 Added 3.05%
642 $262,000
Q4 2021

Feb 04, 2022
BUY
$428.64 - $477.48 $267,042 - $297,470
623 New
623 $296,000
Q4 2020

Feb 10, 2021
SELL
$326.54 - $373.88 $203,434 - $232,927
-623 Closed
0 $0
Q3 2020

Nov 12, 2020
SELL
$310.52 - $357.7 $46,578 - $53,655
-150 Reduced 19.4%
623 $209,000
Q2 2020

Aug 11, 2020
SELL
$246.15 - $323.2 $5.26 Million - $6.91 Million
-21,377 Reduced 96.51%
773 $238,000
Q1 2020

May 12, 2020
BUY
$222.95 - $338.34 $4.72 Million - $7.16 Million
21,152 Added 2119.44%
22,150 $5.71 Million
Q4 2019

Feb 10, 2020
BUY
$288.06 - $322.94 $287,483 - $322,294
998 New
998 $321,000

Others Institutions Holding SPY

# of Institutions
4,552
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
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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