Walter & Keenan Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History

Walter & Keenan Wealth Management LLC

  • $327 Million
  • Q3 2024

A detailed history of Walter & Keenan Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 449 shares of SPY stock, worth $270,001. This represents 0.08% of its overall portfolio holdings.

Number of Shares
449
Previous 448 0.22%
Holding current value
$270,001
Previous $243,000 5.76%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 25, 2024
BUY
$517.38 - $573.86 $517 - $573
1 Added 0.22%
449 $257,000
Q4 2023

Jan 25, 2024
BUY
$410.68 - $476.69 $183,984 - $213,557
448 New
448 $212,000
Q1 2022

Apr 29, 2022
SELL
$416.25 - $477.71 $230,602 - $264,651
-554 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$326.54 - $373.88 $180,903 - $207,129
554 New
554 $207,000
Q2 2020

Jul 16, 2020
SELL
$246.15 - $323.2 $14 Million - $18.4 Million
-56,896 Closed
0 $0
Q1 2020

Apr 14, 2020
BUY
$222.95 - $338.34 $12.7 Million - $19.3 Million
56,896 New
56,896 $14 Million

Others Institutions Holding SPY

# of Institutions
4,553
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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