A detailed history of Regimen Wealth, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Regimen Wealth, LLC holds 712 shares of SPY stock, worth $420,898. This represents 0.13% of its overall portfolio holdings.

Number of Shares
712
Previous 710 0.28%
Holding current value
$420,898
Previous $386 Million 5.77%
% of portfolio
0.13%
Previous 0.13%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$517.38 - $573.86 $1,034 - $1,147
2 Added 0.28%
712 $409 Million
Q2 2024

Aug 14, 2024

BUY
$495.16 - $548.49 $990 - $1,096
2 Added 0.28%
710 $386 Million
Q1 2024

May 14, 2024

BUY
$467.28 - $523.17 $1,401 - $1,569
3 Added 0.43%
708 $370 Million
Q4 2023

Feb 13, 2024

BUY
$410.68 - $476.69 $1,232 - $1,430
3 Added 0.43%
705 $335 Million
Q3 2023

Nov 13, 2023

SELL
$425.88 - $457.79 $40,884 - $43,947
-96 Reduced 12.03%
702 $300 Million
Q2 2023

Aug 08, 2023

SELL
$404.36 - $443.28 $35,988 - $39,451
-89 Reduced 10.03%
798 $354 Million
Q1 2023

May 05, 2023

BUY
$379.5 - $416.78 $15,559 - $17,087
41 Added 4.85%
887 $336 Million
Q4 2022

Feb 06, 2023

BUY
$357.63 - $407.42 $302,554 - $344,677
846 New
846 $324 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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