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

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025

A detailed history of Principia Wealth Advisory, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 337 shares of SPY stock, worth $186,879. This represents 0.18% of its overall portfolio holdings.

Number of Shares
337
Previous 333 1.2%
Holding current value
$186,879
Previous $195 Million 5.27%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Apr 11, 2025
BUY
$551.42 - $612.93 $2,205 - $2,451
4 Added 1.2%
337 $185 Million
Q4 2024

Apr 11, 2025
BUY
$567.81 - $607.81 $189,080 - $202,400
333 New
333 $195 Million

Others Institutions Holding SPY

# of Institutions
5,029
Shares Held
598M
Call Options Held
370M
Put Options Held
676M
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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