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

Stone Crest Wealth Management, Inc.

  • $137 Billion
  • Q3 2024

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 993 shares of SPY stock, worth $582,176. This represents 0.41% of its overall portfolio holdings.

Number of Shares
993
Previous 742 33.83%
Holding current value
$582,176
Previous $404 Million 41.09%
% of portfolio
0.41%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,552
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
Track This Portfolio

Track Stone Crest Wealth Management, Inc. Portfolio

Follow Stone Crest Wealth Management, Inc. 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 Stone Crest Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stone Crest Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email