A detailed history of Allied Investment Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Allied Investment Advisors, LLC holds 919 shares of SPY stock, worth $555,342. This represents 0.1% of its overall portfolio holdings.

Number of Shares
919
Previous 919 -0.0%
Holding current value
$555,342
Previous $500,000 5.4%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Jul 12, 2024

BUY
$495.16 - $548.49 $181,723 - $201,295
367 Added 66.49%
919 $500,000
Q1 2024

Apr 11, 2024

SELL
$467.28 - $523.17 $195,790 - $219,208
-419 Reduced 43.15%
552 $288,000
Q4 2023

Jan 09, 2024

BUY
$410.68 - $476.69 $398,770 - $462,865
971 New
971 $461,000

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Allied Investment Advisors, LLC Portfolio

Follow Allied Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allied Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allied Investment Advisors, LLC with notifications on news.