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

Tanglewood Wealth Management, Inc.

$829 Million
Q4 2024

A detailed history of Tanglewood Wealth Management, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Tanglewood Wealth Management, Inc. holds 2,478 shares of SPY stock, worth $1.5 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

2,478

Previous 2,478 -0.0%

Holding current value

$1.5 Million

Previous $1.42 Million 2.11%

% of portfolio

0.18%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$517.38 - $573.86 $1.28 Million - $1.42 Million	2,478 New	2,478 $1.42 Million
Q2 2022 Jul 22, 2022	SELL	$365.86 - $456.8 $355,981 - $444,466	-973 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$416.25 - $477.71 $69,097 - $79,299	-166 Reduced 14.57%	973 $439,000
Q2 2021 Aug 02, 2021	BUY	$400.61 - $428.06 $133,403 - $142,543	333 Added 41.32%	1,139 $488,000
Q1 2021 Apr 29, 2021	SELL	$368.79 - $397.26 $77,814 - $83,821	-211 Reduced 20.75%	806 $319,000
Q1 2019 Apr 24, 2019	BUY	$244.21 - $284.73 $248,361 - $289,570	1,017 New	1,017 $287,000
Q4 2018 Feb 07, 2019	SELL	$234.34 - $291.73 $238,323 - $296,689	-1,017 Closed	0 $0
Q3 2017 Nov 02, 2017	BUY	$242.71 - $251.23 $246,836 - $255,500	1,017	1,017 $256,000

Others Institutions Holding SPY

# of Institutions

4,656

Shares Held

579M

Call Options Held

285M

Put Options Held

684M

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