A detailed history of Taylor Wealth Management Partners transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Taylor Wealth Management Partners holds 1,414 shares of SPY stock, worth $784,260. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,414
Holding current value
$784,260
% of portfolio
0.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 12, 2022

BUY
$365.86 - $456.8 $517,326 - $645,915
1,414 New
1,414 $533,000
Q1 2019

May 14, 2019

SELL
$244.21 - $284.73 $7,814 - $9,111
-32 Closed
0 $0
Q2 2018

Jul 27, 2018

BUY
$257.47 - $278.92 $257 - $278
1 Added 3.23%
32 $9,000
Q1 2018

Apr 11, 2018

SELL
$257.63 - $286.58 $5,410 - $6,018
-21 Reduced 40.38%
31 $8,000
Q3 2017

Oct 13, 2017

BUY
$242.71 - $251.23 $12,620 - $13,063
52
52 $13,000

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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