Waypoint Wealth Counsel Spdr S&P 500 ETF Trust Transaction History

Waypoint Wealth Counsel

  • $202 Billion
  • Q2 2025

A detailed history of Waypoint Wealth Counsel transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Waypoint Wealth Counsel holds 16,711 shares of SPY stock, worth $11 Million. This represents 5.12% of its overall portfolio holdings.

Number of Shares
16,711
Previous 15,432 8.29%
Holding current value
$11 Million
Previous $8.63 Billion 19.6%
% of portfolio
5.12%
Previous 5.42%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$496.48 - $617.85 $634,997 - $790,230
1,279 Added 8.29%
16,711 $10.3 Billion
Q1 2025

Apr 23, 2025
SELL
$551.42 - $612.93 $29,776 - $33,098
-54 Reduced 0.35%
15,432 $8.63 Billion
Q4 2024

Jan 22, 2025
BUY
$567.81 - $607.81 $6,813 - $7,293
12 Added 0.08%
15,486 $9.08 Billion
Q3 2024

Oct 04, 2024
BUY
$517.38 - $573.86 $461,502 - $511,883
892 Added 6.12%
15,474 $8.88 Billion
Q2 2024

Jul 19, 2024
SELL
$495.16 - $548.49 $145,577 - $161,256
-294 Reduced 1.98%
14,582 $7.94 Billion
Q1 2024

Apr 12, 2024
BUY
$467.28 - $523.17 $1.46 Million - $1.64 Million
3,127 Added 26.62%
14,876 $7.78 Billion
Q4 2023

Apr 03, 2024
BUY
$410.68 - $476.69 $450,515 - $522,928
1,097 Added 10.3%
11,749 $5.58 Billion
Q3 2023

Apr 03, 2024
BUY
$425.88 - $457.79 $317,706 - $341,511
746 Added 7.53%
10,652 $4.55 Billion
Q2 2023

Apr 02, 2024
BUY
$404.36 - $443.28 $78,850 - $86,439
195 Added 2.01%
9,906 $4.39 Billion
Q1 2023

Apr 04, 2024
SELL
$379.5 - $416.78 $709,285 - $778,961
-1,869 Reduced 15.91%
9,880 $4.04 Billion
Q4 2022

Mar 22, 2024
BUY
$357.63 - $407.42 $3.47 Million - $3.96 Million
9,711 New
9,711 $3.71 Billion

Others Institutions Holding SPY

# of Institutions
5,202
Shares Held
630M
Call Options Held
380M
Put Options Held
724M
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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