A detailed history of Strategies Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 400 shares of SPY stock, worth $239,871. This represents 0.03% of its overall portfolio holdings.

Number of Shares
400
Previous 2,611 84.68%
Holding current value
$239,871
Previous $1.58 Billion 85.83%
% of portfolio
0.03%
Previous 0.2%

Shares

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

May 14, 2025

SELL
$551.42 - $612.93 $25,365 - $28,194
-46 Reduced 1.76%
2,565 $1.43 Billion
Q4 2024

Feb 13, 2025

SELL
$567.81 - $607.81 $218,606 - $234,006
-385 Reduced 12.85%
2,611 $1.58 Billion
Q3 2024

Oct 07, 2024

SELL
$517.38 - $573.86 $85,367 - $94,686
-165 Reduced 5.22%
2,996 $1.72 Billion
Q2 2024

Jul 29, 2024

BUY
$495.16 - $548.49 $1.57 Million - $1.73 Million
3,161 New
3,161 $1.72 Billion

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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