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

Primoris Wealth Advisors, LLC

  • $139 Million
  • Q3 2024

A detailed history of Primoris Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 2,500 shares of SPY stock, worth $1.46 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
2,500
Previous 2,500 -0.0%
Holding current value
$1.46 Million
Previous $1.36 Million 5.44%
% of portfolio
1.03%
Previous 1.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 15, 2024
BUY
$410.68 - $476.69 $205,340 - $238,345
500 Added 25.0%
2,500 $1.19 Million
Q3 2023

Oct 31, 2023
SELL
$425.88 - $457.79 $18,738 - $20,142
-44 Reduced 2.15%
2,000 $854,000
Q2 2023

Aug 03, 2023
SELL
$404.36 - $443.28 $5,256 - $5,762
-13 Reduced 0.63%
2,044 $906,000
Q3 2022

Oct 20, 2022
SELL
$357.18 - $429.7 $231,809 - $278,875
-649 Reduced 23.98%
2,057 $735,000
Q2 2022

Jul 29, 2022
BUY
$365.86 - $456.8 $242,199 - $302,401
662 Added 32.39%
2,706 $1.02 Million
Q4 2021

Feb 08, 2022
BUY
$428.64 - $477.48 $876,140 - $975,969
2,044 New
2,044 $971,000

Others Institutions Holding SPY

# of Institutions
4,544
Shares Held
592M
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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