Smart Wealth LLC Spdr S&P 500 ETF Trust Transaction History

Smart Wealth LLC

  • $279 Billion
  • Q1 2025

A detailed history of Smart Wealth LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Smart Wealth LLC holds 1,410 shares of SPY stock, worth $794,549. This represents 0.28% of its overall portfolio holdings.

Number of Shares
1,410
Previous 1,370 2.92%
Holding current value
$794,549
Previous $803 Million 1.77%
% of portfolio
0.28%
Previous 0.29%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$551.42 - $612.93 $22,056 - $24,517
40 Added 2.92%
1,410 $789 Million
Q4 2024

Jan 28, 2025
BUY
$567.81 - $607.81 $205,547 - $220,027
362 Added 35.91%
1,370 $803 Million
Q3 2024

Dec 13, 2024
BUY
$517.38 - $573.86 $213,677 - $237,004
413 Added 69.41%
1,008 $578 Million
Q2 2024

Dec 13, 2024
BUY
$495.16 - $548.49 $495 - $548
1 Added 0.17%
595 $324 Million
Q1 2024

Dec 13, 2024
SELL
$467.28 - $523.17 $926,616 - $1.04 Million
-1,983 Reduced 76.95%
594 $311 Million
Q4 2023

Dec 13, 2024
SELL
$410.68 - $476.69 $56,673 - $65,783
-138 Reduced 5.08%
2,577 $1.23 Billion
Q3 2023

Dec 13, 2024
BUY
$425.88 - $457.79 $58,345 - $62,717
137 Added 5.31%
2,715 $1.16 Billion
Q2 2023

Dec 13, 2024
BUY
$404.36 - $443.28 $275,369 - $301,873
681 Added 35.9%
2,578 $1.14 Billion
Q1 2023

Dec 13, 2024
SELL
$379.5 - $416.78 $2.56 Million - $2.81 Million
-6,739 Reduced 78.03%
1,897 $777 Million
Q4 2022

Dec 13, 2024
BUY
$357.63 - $407.42 $3.09 Million - $3.52 Million
8,636 New
8,636 $3.3 Billion

Others Institutions Holding SPY

# of Institutions
5,026
Shares Held
595M
Call Options Held
369M
Put Options Held
675M
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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