A detailed history of Northwest Financial Advisors transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Northwest Financial Advisors holds 718 shares of SPY stock, worth $410,315. This represents 0.27% of its overall portfolio holdings.

Number of Shares
718
Previous 732 1.91%
Holding current value
$410,315
Previous $383 Million 1.98%
% of portfolio
0.27%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$495.16 - $548.49 $6,932 - $7,678
-14 Reduced 1.91%
718 $390 Million
Q1 2024

May 09, 2024

BUY
$467.28 - $523.17 $68,222 - $76,382
146 Added 24.91%
732 $383 Million
Q4 2023

Feb 07, 2024

BUY
$410.68 - $476.69 $240,658 - $279,340
586 New
586 $279 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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