Stone Crest Wealth Management, Inc. Spdr S&P 500 ETF Trust Transaction History

Stone Crest Wealth Management, Inc.

$157 Billion
Q1 2025

A detailed history of Stone Crest Wealth Management, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 985 shares of SPY stock, worth $518,513. This represents 0.35% of its overall portfolio holdings.

Number of Shares

985

Previous 991 0.61%

Holding current value

$518,513

Previous $581 Million 5.13%

% of portfolio

0.35%

Previous 0.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$551.42 - $612.93 $3,308 - $3,677	-6 Reduced 0.61%	985 $551 Million
Q4 2024 Jan 15, 2025	SELL	$567.81 - $607.81 $1,135 - $1,215	-2 Reduced 0.2%	991 $581 Million
Q3 2024 Oct 08, 2024	BUY	$517.38 - $573.86 $129,862 - $144,038	251 Added 33.83%	993 $570 Million
Q2 2024 Jul 15, 2024	SELL	$495.16 - $548.49 $262,434 - $290,699	-530 Reduced 41.67%	742 $404 Million
Q1 2024 Apr 22, 2024	SELL	$467.28 - $523.17 $6,074 - $6,801	-13 Reduced 1.01%	1,272 $665 Million
Q4 2023 Jan 22, 2024	BUY	$410.68 - $476.69 $527,723 - $612,546	1,285 New	1,285 $611 Million

Others Institutions Holding SPY

# of Institutions

5,035

Shares Held

602M

Call Options Held

370M

Put Options Held

677M

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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Stone Crest Wealth Management, Inc. Spdr S&P 500 ETF Trust Transaction History