A detailed history of Ulrich Consultants & Investment Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Ulrich Consultants & Investment Group, LLC holds 6,018 shares of SPY stock, worth $3.64 Million. This represents 6.45% of its overall portfolio holdings.

Number of Shares
6,018
Previous 6,138 1.96%
Holding current value
$3.64 Million
Previous $2.51 Million 6.17%
% of portfolio
6.45%
Previous 5.25%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 04, 2023

SELL
$404.36 - $443.28 $48,523 - $53,193
-120 Reduced 1.96%
6,018 $2.67 Million
Q1 2023

Apr 26, 2023

SELL
$379.5 - $416.78 $90,321 - $99,193
-238 Reduced 3.73%
6,138 $2.51 Million
Q4 2022

Feb 02, 2023

BUY
$357.63 - $407.42 $171,304 - $195,154
479 Added 8.12%
6,376 $2.44 Million
Q3 2022

Nov 07, 2022

BUY
$357.18 - $429.7 $227,166 - $273,289
636 Added 12.09%
5,897 $2.11 Million
Q2 2022

Aug 11, 2022

BUY
$365.86 - $456.8 $1.92 Million - $2.4 Million
5,261 New
5,261 $1.99 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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