Wipfli Financial Advisors Llc, Spdr S&P 500 ETF Trust Transaction History

Wipfli Financial Advisors Llc,

$1.42 Billion
Q3 2022

A detailed history of Wipfli Financial Advisors Llc, transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 10,910 shares of SPY stock, worth $6.69 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

10,910

Previous 6,459 68.91%

Holding current value

$6.69 Million

Previous $2.44 Million 60.39%

% of portfolio

0.27%

Previous 0.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 26, 2022	BUY	$357.18 - $429.7 $1.59 Million - $1.91 Million	4,451 Added 68.91%	10,910 $3.91 Million
Q2 2022 Jul 07, 2022	SELL	$365.86 - $456.8 $253,540 - $316,562	-693 Reduced 9.69%	6,459 $2.44 Million
Q1 2022 Apr 22, 2022	BUY	$416.25 - $477.71 $1.73 Million - $1.99 Million	4,164 Added 139.36%	7,152 $3.23 Million
Q4 2021 Jan 28, 2022	SELL	$428.64 - $477.48 $6,429 - $7,162	-15 Reduced 0.5%	2,988 $1.42 Million
Q3 2021 Oct 13, 2021	SELL	$424.97 - $453.19 $223,109 - $237,924	-525 Reduced 14.88%	3,003 $1.29 Million
Q2 2021 Jul 29, 2021	BUY	$400.61 - $428.06 $210,320 - $224,731	525 Added 17.48%	3,528 $1.51 Million
Q1 2021 May 06, 2021	SELL	$368.79 - $397.26 $54,949 - $59,191	-149 Reduced 4.73%	3,003 $1.19 Million
Q4 2020 Feb 02, 2021	BUY	$326.54 - $373.88 $1.03 Million - $1.18 Million	3,152 New	3,152 $1.18 Million

Others Institutions Holding SPY

# of Institutions

4,974

Shares Held

598M

Call Options Held

370M

Put Options Held

676M

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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Wipfli Financial Advisors Llc, Spdr S&P 500 ETF Trust Transaction History