Whalen Wealth Management Inc. Spdr S&P 500 ETF Trust Transaction History

Whalen Wealth Management Inc.

  • $135 Billion
  • Q1 2024

A detailed history of Whalen Wealth Management Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 775 shares of SPY stock, worth $427,381. This represents 0.3% of its overall portfolio holdings.

Number of Shares
775
Previous 722 7.34%
Holding current value
$427,381
Previous $343 Million 18.12%
% of portfolio
0.3%
Previous 0.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
BUY
$467.28 - $523.17 $24,765 - $27,728
53 Added 7.34%
775 $405 Million
Q4 2023

Feb 13, 2024
BUY
$410.68 - $476.69 $296,510 - $344,170
722 New
722 $343 Million

Others Institutions Holding SPY

# of Institutions
4,336
Shares Held
584M
Call Options Held
250M
Put Options Held
483M
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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