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

Trademark Financial Management, LLC

  • $126 Billion
  • Q3 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 1,172 shares of SPY stock, worth $699,906. This represents 0.53% of its overall portfolio holdings.

Number of Shares
1,172
Previous 1,140 2.81%
Holding current value
$699,906
Previous $620 Million 8.35%
% of portfolio
0.53%
Previous 0.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$517.38 - $573.86 $16,556 - $18,363
32 Added 2.81%
1,172 $672 Million
Q2 2024

Jul 30, 2024
BUY
$495.16 - $548.49 $2,475 - $2,742
5 Added 0.44%
1,140 $620 Million
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
4,526
Shares Held
581M
Call Options Held
286M
Put Options Held
405M
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
Track This Portfolio

Track Trademark Financial Management, LLC Portfolio

Follow Trademark Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trademark Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email