Allium Financial Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Allium Financial Advisors, LLC

  • $136 Billion
  • Q2 2025

A detailed history of Allium Financial Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Allium Financial Advisors, LLC holds 5,361 shares of SPY stock, worth $3.54 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares
5,361
Previous 5,168 3.73%
Holding current value
$3.54 Million
Previous $2.89 Billion 14.59%
% of portfolio
2.43%
Previous 2.64%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$496.48 - $617.85 $95,820 - $119,245
193 Added 3.73%
5,361 $3.31 Billion
Q1 2025

May 07, 2025
BUY
$551.42 - $612.93 $2.85 Million - $3.17 Million
5,168 New
5,168 $2.89 Billion

Others Institutions Holding SPY

# of Institutions
5,208
Shares Held
630M
Call Options Held
380M
Put Options Held
724M
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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