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 2,367 shares of SPY stock, worth $1.56 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,367
Previous 400 491.75%
Holding current value
$1.56 Million
Previous $224 Million 553.55%
% of portfolio
0.16%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

SELL
$496.48 - $617.85 $98,303 - $122,334
-198 Reduced 7.72%
2,367 $1.46 Billion
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
Track This Portfolio

Track Strategies Wealth Advisors, LLC Portfolio

Follow Strategies Wealth Advisors, LLC 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 Strategies Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategies Wealth Advisors, LLC with notifications on news.