Wealth Care Investment Partners, LLC Spdr S&P 500 ETF Trust Transaction History

Wealth Care Investment Partners, LLC

$220 Million
Q3 2024

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 913 shares of SPY stock, worth $543,700. This represents 0.24% of its overall portfolio holdings.

Number of Shares

913

Previous 909 0.44%

Holding current value

$543,700

Previous $494,000 5.87%

% of portfolio

0.24%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$517.38 - $573.86 $2,069 - $2,295	4 Added 0.44%	913 $523,000
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

# of Institutions

4,543

Shares Held

592M

Call Options Held

285M

Put Options Held

653M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Wealth Care Investment Partners, LLC Spdr S&P 500 ETF Trust Transaction History