Trace Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Trace Wealth Advisors, LLC

  • $112 Billion
  • Q1 2025

A detailed history of Trace Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 800 shares of SPY stock, worth $506,224. This represents 0.4% of its overall portfolio holdings.

Number of Shares
800
Previous 870 8.05%
Holding current value
$506,224
Previous $510 Million 12.23%
% of portfolio
0.4%
Previous 0.46%

Shares

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

May 15, 2025
SELL
$551.42 - $612.93 $38,599 - $42,905
-70 Reduced 8.05%
800 $448 Million
Q4 2024

Feb 14, 2025
BUY
$567.81 - $607.81 $493,994 - $528,794
870 New
870 $510 Million

Others Institutions Holding SPY

# of Institutions
5,137
Shares Held
592M
Call Options Held
373M
Put Options Held
665M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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