Balanced Rock Investment Advisor Spdr S&P 500 ETF Trust Transaction History

Balanced Rock Investment Advisor

  • $125 Billion
  • Q1 2025

A detailed history of Balanced Rock Investment Advisor transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 850 shares of SPY stock, worth $499,570. This represents 0.38% of its overall portfolio holdings.

Number of Shares
850
Previous 369 130.35%
Holding current value
$499,570
Previous $216 Million 119.89%
% of portfolio
0.38%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$551.42 - $612.93 $265,233 - $294,819
481 Added 130.35%
850 $475 Million
Q3 2024

Nov 13, 2024
BUY
$517.38 - $573.86 $190,913 - $211,754
369 New
369 $212 Million

Others Institutions Holding SPY

# of Institutions
5,064
Shares Held
584M
Call Options Held
390M
Put Options Held
668M
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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