A detailed history of Wealth Care Investment Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 909 shares of SPY stock, worth $519,466. This represents 0.24% of its overall portfolio holdings.

Number of Shares
909
Previous 867 4.84%
Holding current value
$519,466
Previous $453,000 9.05%
% of portfolio
0.24%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

BUY
$495.16 - $548.49 $20,796 - $23,036
42 Added 4.84%
909 $494,000
Q1 2024

Apr 15, 2024

SELL
$467.28 - $523.17 $5,607 - $6,278
-12 Reduced 1.37%
867 $453,000
Q4 2023

Jan 18, 2024

BUY
$410.68 - $476.69 $126,078 - $146,343
307 Added 53.67%
879 $417,000
Q3 2023

Oct 10, 2023

BUY
$425.88 - $457.79 $20,442 - $21,973
48 Added 9.16%
572 $244,000
Q2 2023

Jul 13, 2023

BUY
$404.36 - $443.28 $7,278 - $7,979
18 Added 3.56%
524 $232,000
Q1 2023

Apr 10, 2023

BUY
$379.5 - $416.78 $192,027 - $210,890
506 New
506 $207,000

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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