Wealth Enhancement & Preservation Of Ga, LLC Spdr S&P 500 ETF Trust Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

  • $104 Million
  • Q2 2023

A detailed history of Wealth Enhancement & Preservation Of Ga, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Wealth Enhancement & Preservation Of Ga, LLC holds 85,958 shares of SPY stock, worth $51.4 Million. This represents 36.79% of its overall portfolio holdings.

Number of Shares
85,958
Previous 28,791 198.56%
Holding current value
$51.4 Million
Previous $11.8 Million 223.29%
% of portfolio
36.79%
Previous 14.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 18, 2023
BUY
$404.36 - $443.28 $23.1 Million - $25.3 Million
57,167 Added 198.56%
85,958 $38.1 Million
Q1 2023

Apr 11, 2023
BUY
$379.5 - $416.78 $10.9 Million - $12 Million
28,791 New
28,791 $11.8 Million
Q1 2020

Apr 27, 2020
SELL
$222.95 - $338.34 $349,585 - $530,517
-1,568 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$288.06 - $322.94 $451,678 - $506,369
1,568 New
1,568 $504,000

Others Institutions Holding SPY

# of Institutions
5,070
Shares Held
584M
Call Options Held
390M
Put Options Held
668M
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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