Wealthstream Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History

Wealthstream Advisors, Inc.

  • $502 Million
  • Q3 2024

A detailed history of Wealthstream Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 9,197 shares of SPY stock, worth $5.44 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
9,197
Previous 8,459 8.72%
Holding current value
$5.44 Million
Previous $4.6 Million 14.64%
% of portfolio
1.05%
Previous 1.75%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$517.38 - $573.86 $381,826 - $423,508
738 Added 8.72%
9,197 $5.28 Million
Q2 2024

Jul 29, 2024
SELL
$495.16 - $548.49 $21,291 - $23,585
-43 Reduced 0.51%
8,459 $4.6 Million
Q1 2024

May 08, 2024
SELL
$467.28 - $523.17 $85,512 - $95,740
-183 Reduced 2.11%
8,502 $4.45 Million
Q4 2023

Feb 12, 2024
SELL
$410.68 - $476.69 $83,368 - $96,768
-203 Reduced 2.28%
8,685 $4.13 Million
Q3 2023

Nov 06, 2023
BUY
$425.88 - $457.79 $7,239 - $7,782
17 Added 0.19%
8,888 $3.8 Million
Q2 2023

Aug 02, 2023
BUY
$404.36 - $443.28 $808 - $886
2 Added 0.02%
8,871 $3.93 Million
Q1 2023

May 02, 2023
BUY
$379.5 - $416.78 $7,590 - $8,335
20 Added 0.23%
8,869 $3.63 Million
Q4 2022

Feb 02, 2023
SELL
$357.63 - $407.42 $65,446 - $74,557
-183 Reduced 2.03%
8,849 $3.38 Million
Q3 2022

Oct 28, 2022
SELL
$357.18 - $429.7 $57,505 - $69,181
-161 Reduced 1.75%
9,032 $3.23 Million
Q2 2022

Aug 05, 2022
BUY
$365.86 - $456.8 $252,443 - $315,192
690 Added 8.11%
9,193 $3.47 Million
Q1 2022

May 10, 2022
BUY
$416.25 - $477.71 $9,157 - $10,509
22 Added 0.26%
8,503 $3.84 Million
Q4 2021

Feb 09, 2022
BUY
$428.64 - $477.48 $3.64 Million - $4.05 Million
8,481 New
8,481 $4.03 Million

Others Institutions Holding SPY

# of Institutions
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
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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