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 $1.45 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,478
Holding current value
$1.45 Million
% of portfolio
0.17%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR S&P 500 ETF TRUST


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