Simplicity Wealth,Llc Spdr S&P 500 ETF Trust Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Simplicity Wealth,Llc holds 16,140 shares of SPY stock, worth $9.55 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
16,140
Previous 173,355 90.69%
Holding current value
$9.55 Million
Previous $94.3 Million 90.18%
% of portfolio
0.89%
Previous 2.18%

Shares

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

Oct 09, 2024
SELL
$517.38 - $573.86 $81.3 Million - $90.2 Million
-157,215 Reduced 90.69%
16,140 $9.26 Million
Q2 2024

Jul 10, 2024
SELL
$495.16 - $548.49 $7.43 Million - $8.23 Million
-14,996 Reduced 7.96%
173,355 $94.3 Million
Q1 2024

Apr 24, 2024
BUY
$467.28 - $523.17 $87.4 Million - $97.8 Million
187,026 Added 14115.17%
188,351 $98.5 Million
Q4 2023

Jan 29, 2024
BUY
$410.68 - $476.69 $206,161 - $239,298
502 Added 61.0%
1,325 $629,000
Q3 2023

Oct 19, 2023
BUY
$425.88 - $457.79 $350,499 - $376,761
823 New
823 $351,000

Others Institutions Holding SPY

# of Institutions
4,554
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
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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