Strategic Family Wealth Counselors, L.L.C. Spdr S&P 500 ETF Trust Transaction History

Strategic Family Wealth Counselors, L.L.C.

  • $281 Million
  • Q3 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 17,877 shares of SPY stock, worth $10.8 Million. This represents 3.65% of its overall portfolio holdings.

Number of Shares
17,877
Previous 16,089 11.11%
Holding current value
$10.8 Million
Previous $8.76 Million 17.17%
% of portfolio
3.65%
Previous 3.36%

Shares

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

Oct 31, 2024
BUY
$517.38 - $573.86 $925,075 - $1.03 Million
1,788 Added 11.11%
17,877 $10.3 Million
Q2 2024

Aug 14, 2024
BUY
$495.16 - $548.49 $32,680 - $36,200
66 Added 0.41%
16,089 $8.76 Million
Q1 2024

May 14, 2024
SELL
$467.28 - $523.17 $232,705 - $260,538
-498 Reduced 3.01%
16,023 $8.38 Million
Q4 2023

Jan 29, 2024
BUY
$410.68 - $476.69 $16,837 - $19,544
41 Added 0.25%
16,521 $7.85 Million
Q3 2023

Nov 13, 2023
BUY
$425.88 - $457.79 $121,375 - $130,470
285 Added 1.76%
16,480 $7.04 Million
Q2 2023

Aug 10, 2023
BUY
$404.36 - $443.28 $95,833 - $105,057
237 Added 1.49%
16,195 $7.18 Million
Q1 2023

May 15, 2023
BUY
$379.5 - $416.78 $867,537 - $952,759
2,286 Added 16.72%
15,958 $6.53 Million
Q4 2022

Jan 25, 2023
SELL
$357.63 - $407.42 $795,011 - $905,694
-2,223 Reduced 13.99%
13,672 $0
Q3 2022

Nov 10, 2022
BUY
$357.18 - $429.7 $80,008 - $96,252
224 Added 1.43%
15,895 $5.68 Million
Q2 2022

Aug 11, 2022
BUY
$365.86 - $456.8 $396,226 - $494,714
1,083 Added 7.42%
15,671 $5.91 Million
Q1 2022

May 04, 2022
BUY
$416.25 - $477.71 $683,898 - $784,877
1,643 Added 12.69%
14,588 $6.59 Million
Q4 2021

Feb 08, 2022
BUY
$428.64 - $477.48 $392,205 - $436,894
915 Added 7.61%
12,945 $6.15 Million
Q3 2021

Nov 09, 2021
BUY
$424.97 - $453.19 $957,882 - $1.02 Million
2,254 Added 23.06%
12,030 $5.16 Million
Q2 2021

Jul 29, 2021
BUY
$400.61 - $428.06 $1 Million - $1.07 Million
2,498 Added 34.32%
9,776 $4.19 Million
Q1 2021

May 10, 2021
BUY
$368.79 - $397.26 $452,505 - $487,438
1,227 Added 20.28%
7,278 $2.89 Million
Q4 2020

Feb 16, 2021
BUY
$326.54 - $373.88 $784,022 - $897,685
2,401 Added 65.78%
6,051 $2.26 Million
Q3 2020

Oct 26, 2020
BUY
$310.52 - $357.7 $232,579 - $267,917
749 Added 25.82%
3,650 $1.22 Million
Q2 2020

Jul 13, 2020
BUY
$246.15 - $323.2 $380,794 - $499,990
1,547 Added 114.25%
2,901 $894,000
Q1 2020

Apr 16, 2020
BUY
$222.95 - $338.34 $87,173 - $132,290
391 Added 40.6%
1,354 $349,000
Q4 2019

Jan 17, 2020
BUY
$288.06 - $322.94 $288 - $322
1 Added 0.1%
963 $310,000
Q3 2019

Oct 17, 2019
BUY
$283.82 - $302.01 $283 - $302
1 Added 0.1%
962 $286,000
Q2 2019

Jul 17, 2019
SELL
$274.57 - $295.86 $24,711 - $26,627
-90 Reduced 8.56%
961 $282,000
Q1 2019

Apr 26, 2019
BUY
$244.21 - $284.73 $244 - $284
1 Added 0.1%
1,051 $297,000
Q4 2018

Jan 18, 2019
BUY
$234.34 - $291.73 $246,057 - $306,316
1,050 New
1,050 $262,000

Others Institutions Holding SPY

# of Institutions
4,553
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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