Trademark Financial Management, LLC Spdr S&P 500 ETF Trust Transaction History

Trademark Financial Management, LLC

  • $121 Billion
  • Q1 2024

A detailed history of Trademark Financial Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Trademark Financial Management, LLC holds 1,135 shares of SPY stock, worth $629,516. This represents 0.49% of its overall portfolio holdings.

Number of Shares
1,135
Previous 1,093 3.84%
Holding current value
$629,516
Previous $519 Million 14.37%
% of portfolio
0.49%
Previous 0.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$467.28 - $523.17 $19,625 - $21,973
42 Added 3.84%
1,135 $594 Million
Q4 2023

Feb 13, 2024
BUY
$410.68 - $476.69 $448,873 - $521,022
1,093 New
1,093 $519 Million

Others Institutions Holding SPY

# of Institutions
4,335
Shares Held
584M
Call Options Held
250M
Put Options Held
483M
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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