Wcg Wealth Advisors LLC Spdr S&P 500 ETF Trust Transaction History

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q2 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 21,657 shares of SPY stock, worth $14.3 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
21,657
Previous 16,099 34.52%
Holding current value
$14.3 Million
Previous $9.01 Million 48.58%
% of portfolio
0.94%
Previous 0.74%

Shares

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

Aug 13, 2025
BUY
$496.48 - $617.85 $2.76 Million - $3.43 Million
5,558 Added 34.52%
21,657 $13.4 Million
Q1 2025

May 14, 2025
SELL
$551.42 - $612.93 $4.76 Million - $5.29 Million
-8,625 Reduced 34.89%
16,099 $9.01 Million
Q4 2024

Feb 18, 2025
SELL
$567.81 - $607.81 $1.21 Million - $1.3 Million
-2,138 Reduced 7.96%
24,724 $14.5 Million
Q3 2024

Nov 13, 2024
BUY
$517.38 - $573.86 $4.91 Million - $5.44 Million
9,481 Added 54.55%
26,862 $15.4 Million
Q2 2024

Aug 12, 2024
BUY
$495.16 - $548.49 $1.67 Million - $1.85 Million
3,370 Added 24.05%
17,381 $9.46 Million
Q1 2024

May 13, 2024
SELL
$467.28 - $523.17 $14.9 Million - $16.7 Million
-31,911 Reduced 69.49%
14,011 $7.33 Million
Q4 2023

Feb 08, 2024
BUY
$410.68 - $476.69 $2.12 Million - $2.46 Million
5,160 Added 12.66%
45,922 $21.8 Million
Q3 2023

Nov 09, 2023
BUY
$425.88 - $457.79 $17.4 Million - $18.7 Million
40,762 New
40,762 $17.4 Million
Q4 2022

Feb 14, 2023
BUY
$357.63 - $407.42 $2.14 Million - $2.44 Million
5,988 Added 119.47%
11,000 $4.21 Million
Q3 2022

Nov 14, 2022
BUY
$357.18 - $429.7 $55,362 - $66,603
155 Added 3.19%
5,012 $1.79 Million
Q2 2022

Aug 23, 2022
BUY
$365.86 - $456.8 $1.78 Million - $2.22 Million
4,857 New
4,857 $1.83 Million

Others Institutions Holding SPY

# of Institutions
5,208
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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