A detailed history of Yarger Wealth Strategies, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Yarger Wealth Strategies, LLC holds 2,049 shares of SPY stock, worth $1.2 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
2,049
Previous 2,043 0.29%
Holding current value
$1.2 Million
Previous $1.11 Million 5.76%
% of portfolio
0.74%
Previous 0.75%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$517.38 - $573.86 $3,104 - $3,443
6 Added 0.29%
2,049 $1.18 Million
Q2 2024

Aug 09, 2024

SELL
$495.16 - $548.49 $31,195 - $34,554
-63 Reduced 2.99%
2,043 $1.11 Million
Q1 2024

Apr 29, 2024

BUY
$467.28 - $523.17 $3,270 - $3,662
7 Added 0.33%
2,106 $1.1 Million
Q4 2023

Jan 18, 2024

BUY
$410.68 - $476.69 $3,285 - $3,813
8 Added 0.38%
2,099 $997,000
Q3 2023

Oct 16, 2023

SELL
$425.88 - $457.79 $89,008 - $95,678
-209 Reduced 9.09%
2,091 $893,000
Q2 2023

Jul 27, 2023

BUY
$404.36 - $443.28 $163,361 - $179,085
404 Added 21.31%
2,300 $1.02 Million
Q1 2023

Apr 13, 2023

SELL
$379.5 - $416.78 $96,393 - $105,862
-254 Reduced 11.81%
1,896 $776,000
Q4 2022

Jan 25, 2023

BUY
$357.63 - $407.42 $2,861 - $3,259
8 Added 0.37%
2,150 $0
Q3 2022

Nov 14, 2022

BUY
$357.18 - $429.7 $2,500 - $3,007
7 Added 0.33%
2,142 $765,000
Q2 2022

Aug 12, 2022

BUY
$365.86 - $456.8 $2,195 - $2,740
6 Added 0.28%
2,135 $830,000
Q1 2022

Apr 15, 2022

SELL
$416.25 - $477.71 $22,061 - $25,318
-53 Reduced 2.43%
2,129 $962,000
Q4 2021

Feb 15, 2022

BUY
$428.64 - $477.48 $935,292 - $1.04 Million
2,182 New
2,182 $1.04 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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