Vance Wealth, Inc. Spdr S&P 500 ETF Trust Transaction History

Vance Wealth, Inc.

$257 Million
Q4 2024

A detailed history of Vance Wealth, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Vance Wealth, Inc. holds 808 shares of SPY stock, worth $493,187. This represents 0.18% of its overall portfolio holdings.

Number of Shares

808

Previous 1,695 52.33%

Holding current value

$493,187

Previous $972,000 51.34%

% of portfolio

0.18%

Previous 0.37%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$567.81 - $607.81 $503,647 - $539,127	-887 Reduced 52.33%	808 $473,000
Q3 2024 Nov 08, 2024	BUY	$517.38 - $573.86 $38,803 - $43,039	75 Added 4.63%	1,695 $972,000
Q2 2024 Aug 02, 2024	SELL	$495.16 - $548.49 $108,935 - $120,667	-220 Reduced 11.96%	1,620 $881,000
Q1 2024 Apr 30, 2024	BUY	$467.28 - $523.17 $118,221 - $132,362	253 Added 15.94%	1,840 $962,000
Q4 2023 Feb 05, 2024	BUY	$410.68 - $476.69 $28,336 - $32,891	69 Added 4.55%	1,587 $754,000
Q3 2023 Nov 03, 2023	BUY	$425.88 - $457.79 $140,114 - $150,612	329 Added 27.67%	1,518 $648,000
Q2 2023 Aug 02, 2023	BUY	$404.36 - $443.28 $133,034 - $145,839	329 Added 38.26%	1,189 $527,000
Q1 2023 May 10, 2023	SELL	$379.5 - $416.78 $18,216 - $20,005	-48 Reduced 5.29%	860 $352,000
Q4 2022 Jan 27, 2023	BUY	$357.63 - $407.42 $324,728 - $369,937	908 New	908 $0

Others Institutions Holding SPY

# of Institutions

4,979

Shares Held

598M

Call Options Held

370M

Put Options Held

676M

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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