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

Willow Creek Wealth Management Inc.

  • $945 Million
  • Q4 2024

A detailed history of Willow Creek Wealth Management Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 1,248 shares of SPY stock, worth $752,643. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,248
Previous 1,149 8.62%
Holding current value
$752,643
Previous $546,000 33.88%
% of portfolio
0.08%
Previous 0.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$567.81 - $607.81 $56,213 - $60,173
99 Added 8.62%
1,248 $731,000
Q4 2023

Apr 01, 2024
SELL
$410.68 - $476.69 $2,464 - $2,860
-6 Reduced 0.52%
1,149 $546,000
Q3 2023

Nov 20, 2023
SELL
$425.88 - $457.79 $4,684 - $5,035
-11 Reduced 0.94%
1,155 $493,000
Q2 2023

Aug 28, 2023
SELL
$404.36 - $443.28 $404 - $443
-1 Reduced 0.09%
1,166 $516,000
Q1 2023

Apr 24, 2023
SELL
$379.5 - $416.78 $379 - $416
-1 Reduced 0.09%
1,167 $477,000
Q4 2022

Mar 01, 2023
SELL
$357.63 - $407.42 $3,576 - $4,074
-10 Reduced 0.85%
1,168 $447,000
Q2 2022

Aug 16, 2022
SELL
$365.86 - $456.8 $5,487 - $6,852
-15 Reduced 1.26%
1,178 $444,000
Q1 2022

May 02, 2022
SELL
$416.25 - $477.71 $1,248 - $1,433
-3 Reduced 0.25%
1,193 $539,000
Q4 2021

Mar 24, 2022
BUY
$428.64 - $477.48 $75,012 - $83,559
175 Added 17.14%
1,196 $568,000
Q3 2021

Nov 15, 2021
SELL
$424.97 - $453.19 $19,123 - $20,393
-45 Reduced 4.22%
1,021 $438,000
Q4 2020

Feb 23, 2021
BUY
$326.54 - $373.88 $95,349 - $109,172
292 Added 37.73%
1,066 $398,000
Q3 2020

Nov 12, 2020
SELL
$310.52 - $357.7 $9,315 - $10,731
-30 Reduced 3.73%
774 $259,000
Q2 2020

Aug 11, 2020
SELL
$246.15 - $323.2 $15,999 - $21,008
-65 Reduced 7.48%
804 $248,000
Q1 2020

May 07, 2020
SELL
$222.95 - $338.34 $46,150 - $70,036
-207 Reduced 19.24%
869 $224,000
Q3 2019

Oct 15, 2019
BUY
$283.82 - $302.01 $42,289 - $44,999
149 Added 16.07%
1,076 $319,000
Q2 2018

Jul 17, 2018
SELL
$257.47 - $278.92 $11,843 - $12,830
-46 Reduced 4.73%
927 $251,000
Q1 2018

Apr 26, 2018
BUY
$257.63 - $286.58 $250,673 - $278,842
973 New
973 $256,000

Others Institutions Holding SPY

# of Institutions
5,069
Shares Held
584M
Call Options Held
390M
Put Options Held
668M
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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