A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 646 shares of SPY stock, worth $378,736. This represents 0.13% of its overall portfolio holdings.

Number of Shares
646
Previous 646 -0.0%
Holding current value
$378,736
Previous $351,000 5.41%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Apr 17, 2024

SELL
$467.28 - $523.17 $18,223 - $20,403
-39 Reduced 5.69%
646 $337,000
Q4 2023

Jan 11, 2024

SELL
$410.68 - $476.69 $32,033 - $37,181
-78 Reduced 10.22%
685 $325,000
Q3 2023

Oct 12, 2023

SELL
$425.88 - $457.79 $31,515 - $33,876
-74 Reduced 8.84%
763 $326,000
Q2 2023

Jul 12, 2023

BUY
$404.36 - $443.28 $117,264 - $128,551
290 Added 53.02%
837 $371,000
Q4 2022

Jan 12, 2023

BUY
$357.63 - $407.42 $195,623 - $222,858
547 New
547 $0
Q1 2022

Apr 28, 2022

SELL
$416.25 - $477.71 $38,711 - $44,427
-93 Reduced 14.53%
547 $247,000
Q4 2021

Jan 27, 2022

BUY
$428.64 - $477.48 $274,329 - $305,587
640 New
640 $304,000

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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