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

Twin Peaks Wealth Advisors, LLC

  • $180 Billion
  • Q1 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 8,672 shares of SPY stock, worth $4.59 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares
8,672
Previous 7,954 9.03%
Holding current value
$4.59 Million
Previous $3.78 Billion 19.97%
% of portfolio
2.52%
Previous 2.42%

Shares

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

Apr 23, 2024
BUY
$467.28 - $523.17 $335,507 - $375,636
718 Added 9.03%
8,672 $4.54 Billion
Q4 2023

Jan 17, 2024
BUY
$410.68 - $476.69 $3.27 Million - $3.79 Million
7,954 New
7,954 $3.78 Billion

Others Institutions Holding SPY

# of Institutions
4,328
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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