A detailed history of Wallace Advisory Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 3,579 shares of SPY stock, worth $2.13 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
3,579
Previous 3,579 -0.0%
Holding current value
$2.13 Million
Previous $1.95 Billion -0.0%
% of portfolio
1.43%
Previous 1.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$495.16 - $548.49 $38,127 - $42,233
77 Added 2.2%
3,579 $1.95 Billion
Q4 2023

Jan 08, 2024

SELL
$410.68 - $476.69 $16,016 - $18,590
-39 Reduced 1.1%
3,502 $1.5 Billion
Q3 2023

Oct 05, 2023

BUY
$425.88 - $457.79 $916,493 - $985,164
2,152 Added 154.93%
3,541 $1.57 Billion
Q1 2023

May 10, 2023

SELL
$379.5 - $416.78 $20,493 - $22,506
-54 Reduced 3.74%
1,389 $569 Million
Q4 2022

Feb 21, 2023

BUY
$357.63 - $407.42 $516,060 - $587,907
1,443 New
1,443 $552 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Wallace Advisory Group, LLC Portfolio

Follow Wallace Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wallace Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wallace Advisory Group, LLC with notifications on news.