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

Atlas Financial Advisors, Inc.

  • $60.6 Million
  • Q3 2024

A detailed history of Atlas Financial Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Atlas Financial Advisors, Inc. holds 27,032 shares of SPY stock, worth $16.4 Million. This represents 25.61% of its overall portfolio holdings.

Number of Shares
27,032
Previous 25,973 4.08%
Holding current value
$16.4 Million
Previous $14.1 Million 9.74%
% of portfolio
25.61%
Previous 24.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$517.38 - $573.86 $547,905 - $607,717
1,059 Added 4.08%
27,032 $15.5 Million
Q2 2024

Aug 05, 2024
SELL
$495.16 - $548.49 $1.24 Million - $1.37 Million
-2,506 Reduced 8.8%
25,973 $14.1 Million
Q1 2024

May 13, 2024
SELL
$467.28 - $523.17 $570,548 - $638,790
-1,221 Reduced 4.11%
28,479 $14.9 Million
Q4 2023

Feb 12, 2024
SELL
$410.68 - $476.69 $17.1 Million - $19.8 Million
-41,536 Reduced 58.31%
29,700 $14.1 Million
Q3 2023

Oct 11, 2023
BUY
$425.88 - $457.79 $17.1 Million - $18.4 Million
40,235 Added 129.79%
71,236 $30.5 Million
Q2 2023

Jul 17, 2023
SELL
$404.36 - $443.28 $3.11 Million - $3.4 Million
-7,681 Reduced 19.86%
31,001 $13.7 Million
Q1 2023

Apr 25, 2023
SELL
$379.5 - $416.78 $2.14 Million - $2.35 Million
-5,644 Reduced 12.73%
38,682 $15.8 Million
Q4 2022

Jan 24, 2023
BUY
$357.63 - $407.42 $15.9 Million - $18.1 Million
44,326 New
44,326 $0
Q2 2022

Jul 25, 2022
BUY
$365.86 - $456.8 $36,220 - $45,223
99 Added 4.26%
2,425 $915,000
Q1 2022

Apr 27, 2022
BUY
$416.25 - $477.71 $968,197 - $1.11 Million
2,326 New
2,326 $1.05 Million

Others Institutions Holding SPY

# of Institutions
4,656
Shares Held
579M
Call Options Held
285M
Put Options Held
684M
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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