A detailed history of Seaside Wealth Management, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 1,534 shares of SPY stock, worth $880,301. This represents 0.35% of its overall portfolio holdings.

Number of Shares
1,534
Previous 1,639 6.41%
Holding current value
$880,301
Previous $857,000 2.68%
% of portfolio
0.35%
Previous 0.37%

Shares

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

Aug 07, 2024

SELL
$495.16 - $548.49 $51,991 - $57,591
-105 Reduced 6.41%
1,534 $834,000
Q1 2024

Apr 17, 2024

BUY
$467.28 - $523.17 $2,803 - $3,139
6 Added 0.37%
1,639 $857,000
Q4 2023

Jan 23, 2024

SELL
$410.68 - $476.69 $19,712 - $22,881
-48 Reduced 2.86%
1,633 $776,000
Q3 2023

Oct 13, 2023

BUY
$425.88 - $457.79 $2,129 - $2,288
5 Added 0.3%
1,681 $718,000
Q2 2023

Jul 17, 2023

BUY
$404.36 - $443.28 $21,835 - $23,937
54 Added 3.33%
1,676 $742,000
Q1 2023

May 09, 2023

BUY
$379.5 - $416.78 $2,277 - $2,500
6 Added 0.37%
1,622 $664,000
Q4 2022

Feb 09, 2023

SELL
$357.63 - $407.42 $11,444 - $13,037
-32 Reduced 1.94%
1,616 $617,000
Q3 2022

Nov 09, 2022

BUY
$357.18 - $429.7 $2,500 - $3,007
7 Added 0.43%
1,648 $636,000
Q2 2022

Aug 30, 2022

BUY
$365.86 - $456.8 $600,376 - $749,608
1,641 New
1,641 $676,000

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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