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

Alpha Financial Advisors, LLC

$208 Billion
Q2 2024

A detailed history of Alpha Financial Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 968 shares of SPY stock, worth $523,068. This represents 0.25% of its overall portfolio holdings.

Number of Shares

968

Previous 963 0.52%

Holding current value

$523,068

Previous $504 Million 4.65%

% of portfolio

0.25%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	BUY	$495.16 - $548.49 $2,475 - $2,742	5 Added 0.52%	968 $527 Million
Q1 2024 Apr 29, 2024	BUY	$467.28 - $523.17 $4,205 - $4,708	9 Added 0.94%	963 $504 Million
Q4 2023 Feb 05, 2024	BUY	$410.68 - $476.69 $163,039 - $189,245	397 Added 71.27%	954 $454 Million
Q3 2023 Oct 26, 2023	BUY	$425.88 - $457.79 $2,981 - $3,204	7 Added 1.27%	557 $238 Million
Q2 2023 Aug 07, 2023	BUY	$404.36 - $443.28 $2,021 - $2,216	5 Added 0.92%	550 $244 Million
Q1 2023 Apr 18, 2023	BUY	$379.5 - $416.78 $3,036 - $3,334	8 Added 1.49%	545 $223 Million
Q4 2022 Apr 18, 2023	BUY	$357.63 - $407.42 $192,047 - $218,784	537 New	537 $205 Million

Others Institutions Holding SPY

# of Institutions

4,424

Shares Held

557M

Call Options Held

274M

Put Options Held

402M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

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

News

Stay updated on Alpha Financial Advisors, LLC with notifications on news.

Account

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