True Wealth Design, LLC Spdr S&P 500 ETF Trust Transaction History

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024

A detailed history of True Wealth Design, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, True Wealth Design, LLC holds 101 shares of SPY stock, worth $56,147. This represents 0.02% of its overall portfolio holdings.

Number of Shares
101
Previous 164 38.41%
Holding current value
$56,147
Previous $94.1 Million 37.09%
% of portfolio
0.02%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$567.81 - $607.81 $35,772 - $38,292
-63 Reduced 38.41%
101 $59.2 Million
Q1 2024

May 14, 2024
SELL
$467.28 - $523.17 $29,438 - $32,959
-63 Reduced 27.75%
164 $85.8 Million
Q2 2023

Aug 14, 2023
SELL
$404.36 - $443.28 $30,731 - $33,689
-76 Reduced 25.08%
227 $101 Million
Q1 2023

May 12, 2023
SELL
$379.5 - $416.78 $5,313 - $5,834
-14 Reduced 4.42%
303 $124 Million
Q4 2022

Feb 15, 2023
BUY
$357.63 - $407.42 $113,368 - $129,152
317 New
317 $121 Million

Others Institutions Holding SPY

# of Institutions
5,004
Shares Held
598M
Call Options Held
370M
Put Options Held
676M
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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