A detailed history of Waterway Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 5,344 shares of SPY stock, worth $2.95 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
5,344
Previous 8,831 39.49%
Holding current value
$2.95 Million
Previous $4.2 Billion 33.4%
% of portfolio
1.23%
Previous 1.75%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

SELL
$467.28 - $523.17 $1.63 Million - $1.82 Million
-3,487 Reduced 39.49%
5,344 $2.8 Billion
Q4 2023

Jan 17, 2024

BUY
$410.68 - $476.69 $3.63 Million - $4.21 Million
8,831 New
8,831 $4.2 Billion

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 Waterway Wealth Management, LLC Portfolio

Follow Waterway Wealth Management, 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 Waterway Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waterway Wealth Management, LLC with notifications on news.