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

West Wealth Group, LLC

$327 Million
Q1 2025

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 1,139 shares of SPY stock, worth $678,946. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,139

Previous 509 123.77%

Holding current value

$678,946

Previous $298,000 113.76%

% of portfolio

0.19%

Previous 0.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$551.42 - $612.93 $347,394 - $386,145	630 Added 123.77%	1,139 $637,000
Q4 2024 Jan 22, 2025	BUY	$567.81 - $607.81 $7,381 - $7,901	13 Added 2.62%	509 $298,000
Q3 2024 Oct 23, 2024	BUY	$517.38 - $573.86 $1,034 - $1,147	2 Added 0.4%	496 $284,000
Q2 2024 Aug 01, 2024	BUY	$495.16 - $548.49 $495 - $548	1 Added 0.2%	494 $268,000
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

5,064

Shares Held

584M

Call Options Held

390M

Put Options Held

668M

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