Financial Synergies Wealth Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History

Financial Synergies Wealth Advisors, Inc.

  • $742 Billion
  • Q2 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 5,119 shares of SPY stock, worth $2.93 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
5,119
Previous 4,080 25.47%
Holding current value
$2.93 Million
Previous $2.13 Billion 30.52%
% of portfolio
0.38%
Previous 0.28%

Shares

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

Jul 23, 2024
BUY
$495.16 - $548.49 $514,471 - $569,881
1,039 Added 25.47%
5,119 $2.79 Billion
Q1 2024

Apr 12, 2024
SELL
$467.28 - $523.17 $791,105 - $885,726
-1,693 Reduced 29.33%
4,080 $2.13 Billion
Q4 2023

Apr 04, 2024
BUY
$410.68 - $476.69 $673,104 - $781,294
1,639 Added 39.65%
5,773 $2.21 Billion
Q3 2023

Apr 04, 2024
SELL
$425.88 - $457.79 $342,833 - $368,520
-805 Reduced 16.3%
4,134 $1.77 Billion
Q2 2023

Apr 04, 2024
SELL
$404.36 - $443.28 $300,035 - $328,913
-742 Reduced 13.06%
4,939 $2.19 Billion
Q1 2023

Apr 04, 2024
SELL
$379.5 - $416.78 $34,914 - $38,343
-92 Reduced 1.59%
5,681 $2.33 Billion
Q4 2022

Apr 04, 2024
BUY
$357.63 - $407.42 $23,603 - $26,889
66 Added 1.16%
5,773 $2.21 Billion
Q3 2022

Apr 04, 2024
SELL
$357.18 - $429.7 $287,172 - $345,478
-804 Reduced 12.35%
5,707 $2.04 Billion
Q2 2022

Apr 04, 2024
BUY
$365.86 - $456.8 $2.38 Million - $2.97 Million
6,511 New
6,511 $2.46 Billion
Q1 2022

Apr 05, 2024
BUY
$416.25 - $477.71 $119,047 - $136,625
286 Added 4.79%
6,255 $2.83 Billion
Q4 2021

Apr 05, 2024
BUY
$428.64 - $477.48 $6,429 - $7,162
15 Added 0.25%
5,969 $2.84 Billion
Q3 2021

Apr 05, 2024
SELL
$424.97 - $453.19 $86,268 - $91,997
-203 Reduced 3.3%
5,954 $2.56 Billion
Q2 2021

Apr 05, 2024
BUY
$400.61 - $428.06 $523,997 - $559,902
1,308 Added 26.97%
6,157 $2.64 Billion
Q1 2021

Apr 05, 2024
BUY
$368.79 - $397.26 $63,800 - $68,725
173 Added 3.7%
4,849 $1.92 Billion
Q4 2020

Apr 05, 2024
BUY
$326.54 - $373.88 $47,674 - $54,586
146 Added 3.22%
4,676 $1.75 Billion
Q3 2020

Apr 05, 2024
SELL
$310.52 - $357.7 $533,162 - $614,170
-1,717 Reduced 27.49%
4,530 $1.52 Billion
Q2 2020

Apr 05, 2024
SELL
$246.15 - $323.2 $33,968 - $44,601
-138 Reduced 2.16%
6,247 $1.93 Billion
Q1 2020

Apr 05, 2024
SELL
$222.95 - $338.34 $1.17 Million - $1.77 Million
-5,237 Reduced 45.06%
6,385 $1.65 Billion
Q4 2019

Apr 05, 2024
BUY
$288.06 - $322.94 $576 - $645
2 Added 0.02%
11,622 $3.74 Billion
Q3 2019

Apr 05, 2024
SELL
$283.82 - $302.01 $58,750 - $62,516
-207 Reduced 1.75%
11,620 $3.45 Billion
Q2 2019

Apr 05, 2024
BUY
$274.57 - $295.86 $129,322 - $139,350
471 Added 4.15%
11,827 $3.47 Billion
Q1 2019

Apr 05, 2024
BUY
$244.21 - $284.73 $1.36 Million - $1.59 Million
5,583 Added 96.71%
11,356 $3.21 Billion

Others Institutions Holding SPY

# of Institutions
4,432
Shares Held
559M
Call Options Held
275M
Put Options Held
402M
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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