BENCHMARK FINANCIAL WEALTH ADVISORS, LLC – SPDR S&P 500 ETF Trust Transaction History
BENCHMARK FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$6.64M
portfolio value
BENCHMARK FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +73.00% | 7.84K shares | 2.58M | $357.18 | 18.59K |
| Q2 2022 | share | Decrease | -15.13% | -1.91K shares | -1.66M | $377.25 | 10.75K |
| Q1 2022 | share | Increase | +85.75% | 5.84K shares | 2.48M | $451.64 | 12.66K |
| Q4 2021 | share | Increase | +22.95% | 1.27K shares | 859K | $476.16 | 6.82K |
| Q3 2021 | share | Increase | +34.44% | 1.42K shares | 614K | $429.14 | 5.54K |
| Q2 2021 | share | Increase | +62.70% | 1.59K shares | 761K | $426.68 | 4.12K |
| Q1 2021 | share | Decrease | -15.21% | -455 shares | -113K | $393.75 | 2.53K |
| Q4 2020 | share | Increase | +16.34% | 420 shares | 257K | $370.23 | 2.99K |
| Q3 2020 | share | Increase | +6.59% | 159 shares | 117K | $330.21 | 2.57K |
| Q2 2020 | share | Increase | +9.49% | 209 shares | 176K | $302.82 | 2.41K |
| Q1 2020 | share | Increase | +0.41% | 9 shares | -138K | $252 | 2.20K |
| Q4 2019 | share | Increase | +0.32% | 7 shares | 57K | $312.76 | 2.19K |
| Q3 2019 | share | Increase | +5.09% | 106 shares | 39K | $286.98 | 2.18K |
| Q2 2019 | share | Increase | +0.29% | 6 shares | 24K | $282.02 | 2.08K |
| Q1 2019 | share | Increase | +0.39% | 8 shares | 69K | $270.58 | 2.07K |
| Q4 2018 | share | Increase | 0.00% | 2.06K shares | 517K | $238.35 | 2.06K |