Alta Wealth Advisors LLC Spdr S&P 500 ETF Trust Transaction History

Alta Wealth Advisors LLC

  • $212 Million
  • Q2 2025

A detailed history of Alta Wealth Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 10,954 shares of SPY stock, worth $7.37 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares
10,954
Previous 11,138 1.65%
Holding current value
$7.37 Million
Previous $6.23 Million 8.62%
% of portfolio
3.2%
Previous 2.88%

Shares

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

Jul 22, 2025
SELL
$496.48 - $617.85 $91,352 - $113,684
-184 Reduced 1.65%
10,954 $6.77 Million
Q1 2025

Apr 24, 2025
SELL
$551.42 - $612.93 $258,064 - $286,851
-468 Reduced 4.03%
11,138 $6.23 Million
Q4 2024

Jan 23, 2025
BUY
$567.81 - $607.81 $91,985 - $98,465
162 Added 1.42%
11,606 $6.8 Million
Q3 2024

Oct 18, 2024
BUY
$517.38 - $573.86 $220,921 - $245,038
427 Added 3.88%
11,444 $6.57 Million
Q2 2024

Jul 24, 2024
BUY
$495.16 - $548.49 $13,369 - $14,809
27 Added 0.25%
11,017 $6 Million
Q1 2024

May 01, 2024
BUY
$467.28 - $523.17 $385,973 - $432,138
826 Added 8.13%
10,990 $5.75 Million
Q4 2023

Feb 12, 2024
SELL
$410.68 - $476.69 $2.57 Million - $2.98 Million
-6,248 Reduced 38.07%
10,164 $4.83 Million
Q3 2023

Oct 19, 2023
BUY
$425.88 - $457.79 $970,154 - $1.04 Million
2,278 Added 16.12%
16,412 $7.02 Million
Q2 2023

Jul 17, 2023
BUY
$404.36 - $443.28 $997,151 - $1.09 Million
2,466 Added 21.13%
14,134 $6.27 Million
Q1 2023

Apr 21, 2023
SELL
$379.5 - $416.78 $76,659 - $84,189
-202 Reduced 1.7%
11,668 $4.78 Million
Q4 2022

Jan 20, 2023
SELL
$357.63 - $407.42 $708,465 - $807,099
-1,981 Reduced 14.3%
11,870 $0
Q3 2022

Oct 17, 2022
BUY
$357.18 - $429.7 $65,721 - $79,064
184 Added 1.35%
13,851 $4.95 Million
Q2 2022

Jul 28, 2022
BUY
$365.86 - $456.8 $171,588 - $214,239
469 Added 3.55%
13,667 $5.15 Million
Q1 2022

Apr 27, 2022
BUY
$416.25 - $477.71 $239,343 - $274,683
575 Added 4.56%
13,198 $5.96 Million
Q4 2021

Feb 14, 2022
BUY
$428.64 - $477.48 $2 Million - $2.22 Million
4,657 Added 58.46%
12,623 $6 Million
Q3 2021

Oct 13, 2021
BUY
$424.97 - $453.19 $375,673 - $400,619
884 Added 12.48%
7,966 $3.42 Million
Q2 2021

Aug 02, 2021
BUY
$400.61 - $428.06 $87,733 - $93,745
219 Added 3.19%
7,082 $3.03 Million
Q1 2021

Apr 20, 2021
BUY
$368.79 - $397.26 $446,973 - $481,479
1,212 Added 21.45%
6,863 $2.72 Million
Q4 2020

Feb 08, 2021
BUY
$326.54 - $373.88 $1.85 Million - $2.11 Million
5,651 New
5,651 $2.11 Million

Others Institutions Holding SPY

# of Institutions
5,193
Shares Held
643M
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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