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

Simplicity Wealth,Llc

  • $4.15 Billion
  • Q1 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 188,351 shares of SPY stock, worth $99.7 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares
188,351
Previous 1,325 14115.17%
Holding current value
$99.7 Million
Previous $629,000 15562.96%
% of portfolio
2.37%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,328
Shares Held
584M
Call Options Held
250M
Put Options Held
483M
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
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email