Shared Vision Wealth Group LLC Spdr S&P 500 ETF Trust Transaction History

Shared Vision Wealth Group LLC

$172 Billion
Q2 2024

A detailed history of Shared Vision Wealth Group LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 5,078 shares of SPY stock, worth $2.89 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

5,078

Previous 4,964 2.3%

Holding current value

$2.89 Million

Previous $2.6 Billion 6.44%

% of portfolio

1.61%

Previous 1.62%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 23, 2024	BUY	$495.16 - $548.49 $56,448 - $62,527	114 Added 2.3%	5,078 $2.76 Billion
Q4 2023 Feb 07, 2024	BUY	$410.68 - $476.69 $2.04 Million - $2.37 Million	4,964 New	4,964 $2.36 Billion

Others Institutions Holding SPY

# of Institutions

4,493

Shares Held

572M

Call Options Held

272M

Put Options Held

391M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Shared Vision Wealth Group LLC Spdr S&P 500 ETF Trust Transaction History