Zrc Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Zrc Wealth Management, LLC

  • $200 Billion
  • Q1 2024

A detailed history of Zrc Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 5,777 shares of SPY stock, worth $3.21 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
5,777
Previous 5,876 1.68%
Holding current value
$3.21 Million
Previous $2.51 Billion 20.09%
% of portfolio
1.51%
Previous 1.51%

Shares

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

Apr 19, 2024
SELL
$467.28 - $523.17 $46,260 - $51,793
-99 Reduced 1.68%
5,777 $3.02 Billion
Q4 2023

Jan 16, 2024
BUY
$410.68 - $476.69 $358,934 - $416,627
874 Added 17.47%
5,876 $2.51 Billion
Q3 2023

Oct 10, 2023
SELL
$425.88 - $457.79 $25,126 - $27,009
-59 Reduced 1.17%
5,002 $2.14 Billion
Q2 2023

Jul 06, 2023
BUY
$404.36 - $443.28 $808 - $886
2 Added 0.04%
5,061 $2.24 Billion
Q1 2023

May 04, 2023
BUY
$379.5 - $416.78 $1.92 Million - $2.11 Million
5,059 New
5,059 $2.07 Billion

Others Institutions Holding SPY

# of Institutions
4,337
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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