True Wealth Financial Partners Spdr S&P 500 ETF Trust Transaction History

True Wealth Financial Partners

  • $164 Million
  • Q3 2024

A detailed history of True Wealth Financial Partners transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, True Wealth Financial Partners holds 3,059 shares of SPY stock, worth $1.81 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
3,059
Previous 3,067 0.26%
Holding current value
$1.81 Million
Previous $1.67 Million 5.15%
% of portfolio
1.07%
Previous 1.09%

Shares

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

Nov 14, 2024
SELL
$517.38 - $573.86 $4,139 - $4,590
-8 Reduced 0.26%
3,059 $1.76 Million
Q2 2024

Aug 09, 2024
BUY
$495.16 - $548.49 $3,961 - $4,387
8 Added 0.26%
3,067 $1.67 Million
Q1 2024

May 13, 2024
BUY
$467.28 - $523.17 $1.43 Million - $1.6 Million
3,059 New
3,059 $1.6 Million

Others Institutions Holding SPY

# of Institutions
4,542
Shares Held
592M
Call Options Held
285M
Put Options Held
653M
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 True Wealth Financial Partners Portfolio

Follow True Wealth Financial Partners 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 True Wealth Financial Partners, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Financial Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email