West Wealth Group, LLC Spdr S&P 500 ETF Trust Transaction History

West Wealth Group, LLC

$268 Million
Q1 2024

A detailed history of West Wealth Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, West Wealth Group, LLC holds 493 shares of SPY stock, worth $276,730. This represents 0.1% of its overall portfolio holdings.

Number of Shares

493

Previous 490 0.61%

Holding current value

$276,730

Previous $232,000 10.78%

% of portfolio

0.1%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$467.28 - $523.17 $1,401 - $1,569	3 Added 0.61%	493 $257,000
Q4 2023 Jan 18, 2024	BUY	$410.68 - $476.69 $1,642 - $1,906	4 Added 0.82%	490 $232,000
Q3 2023 Oct 06, 2023	BUY	$425.88 - $457.79 $851 - $915	2 Added 0.41%	486 $207,000
Q2 2023 Jul 26, 2023	BUY	$404.36 - $443.28 $195,710 - $214,547	484 New	484 $214,000
Q2 2022 Jul 27, 2022	SELL	$365.86 - $456.8 $174,881 - $218,350	-478 Closed	0 $0

Q1 2022 May 05, 2022	BUY	$416.25 - $477.71 $4,578 - $5,254	11 Added 2.36%	478 $215,000
Q4 2021 May 05, 2022	BUY	$428.64 - $477.48 $200,174 - $222,983	467 New	467 $222,000

Others Institutions Holding SPY

# of Institutions

4,341

Shares Held

584M

Call Options Held

250M

Put Options Held

483M

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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West Wealth Group, LLC Spdr S&P 500 ETF Trust Transaction History