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 $1.45 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

2,480

Previous 2,545 2.55%

Holding current value

$1.45 Million

Previous $1.39 Million 2.74%

% of portfolio

1.24%

Previous 1.27%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,544

Shares Held

592M

Call Options Held

285M

Put Options Held

653M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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