Upper Left Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Upper Left Wealth Management, LLC

  • $115 Million
  • Q3 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 2,480 shares of SPY stock, worth $1.5 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
2,480
Previous 2,545 2.55%
Holding current value
$1.5 Million
Previous $1.39 Million 2.74%
% of portfolio
1.24%
Previous 1.27%

Shares

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

Nov 13, 2024
SELL
$517.38 - $573.86 $33,629 - $37,300
-65 Reduced 2.55%
2,480 $1.42 Million
Q2 2024

Jul 25, 2024
BUY
$495.16 - $548.49 $5,446 - $6,033
11 Added 0.43%
2,545 $1.39 Million
Q1 2024

Apr 23, 2024
SELL
$467.28 - $523.17 $83,643 - $93,647
-179 Reduced 6.6%
2,534 $1.33 Million
Q4 2023

Jan 23, 2024
SELL
$410.68 - $476.69 $109,651 - $127,276
-267 Reduced 8.96%
2,713 $1.29 Million
Q3 2023

Oct 25, 2023
SELL
$425.88 - $457.79 $1.49 Million - $1.61 Million
-3,508 Reduced 54.07%
2,980 $1.27 Million
Q2 2023

Jul 25, 2023
SELL
$404.36 - $443.28 $54,588 - $59,842
-135 Reduced 2.04%
6,488 $2.88 Million
Q1 2023

Apr 25, 2023
SELL
$379.5 - $416.78 $47,437 - $52,097
-125 Reduced 1.85%
6,623 $2.71 Million
Q4 2022

Jan 17, 2023
SELL
$357.63 - $407.42 $15.3 Million - $17.5 Million
-42,836 Reduced 86.39%
6,748 $0
Q3 2022

Nov 01, 2022
BUY
$357.18 - $429.7 $300,031 - $360,948
840 Added 1.72%
49,584 $2.13 Million
Q2 2022

Jul 08, 2022
SELL
$365.86 - $456.8 $1.61 Million - $2.01 Million
-4,396 Reduced 8.27%
48,744 $2.16 Million
Q1 2022

Apr 18, 2022
BUY
$416.25 - $477.71 $18.4 Million - $21.1 Million
44,180 Added 493.08%
53,140 $2.83 Million
Q4 2021

Feb 15, 2022
BUY
$428.64 - $477.48 $3.84 Million - $4.28 Million
8,960 New
8,960 $4.27 Million

Others Institutions Holding SPY

# of Institutions
4,552
Shares Held
593M
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
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