D. Scott Neal, Inc. Spdr S&P 500 ETF Trust Transaction History

D. Scott Neal, Inc.

$200 Million
Q2 2025

A detailed history of D. Scott Neal, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, D. Scott Neal, Inc. holds 6,921 shares of SPY stock, worth $4.63 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares

6,921

Previous 496 1295.36%

Holding current value

$4.63 Million

Previous $277,000 1443.68%

% of portfolio

2.14%

Previous 0.15%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$496.48 - $617.85 $3.19 Million - $3.97 Million	6,425 Added 1295.36%	6,921 $4.28 Million
Q1 2025 Apr 11, 2025	BUY	$551.42 - $612.93 $5,514 - $6,129	10 Added 2.06%	496 $277,000
Q4 2024 Jan 14, 2025	SELL	$567.81 - $607.81 $4.1 Million - $4.39 Million	-7,226 Reduced 93.7%	486 $284,000
Q3 2024 Oct 17, 2024	BUY	$517.38 - $573.86 $2.3 Million - $2.56 Million	4,453 Added 136.64%	7,712 $4.43 Million
Q2 2024 Jul 15, 2024	BUY	$495.16 - $548.49 $3,466 - $3,839	7 Added 0.22%	3,259 $1.77 Million
Q1 2024 Apr 11, 2024	BUY	$467.28 - $523.17 $307,937 - $344,769	659 Added 25.41%	3,252 $1.7 Million
Q4 2023 Jan 17, 2024	BUY	$410.68 - $476.69 $471,460 - $547,240	1,148 Added 79.45%	2,593 $1.23 Million
Q3 2023 Oct 11, 2023	BUY	$425.88 - $457.79 $368,812 - $396,446	866 Added 149.57%	1,445 $617,000
Q2 2023 Jul 17, 2023	BUY	$404.36 - $443.28 $234,124 - $256,659	579 New	579 $256,000
Q2 2022 Jul 11, 2022	SELL	$365.86 - $456.8 $204,149 - $254,894	-558 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$416.25 - $477.71 $416 - $477	1 Added 0.18%	558 $252,000
Q1 2021 Apr 30, 2021	SELL	$368.79 - $397.26 $389,442 - $419,506	-1,056 Reduced 65.47%	557 $221,000
Q4 2020 Feb 05, 2021	BUY	$326.54 - $373.88 $60,083 - $68,793	184 Added 12.88%	1,613 $603,000
Q3 2020 Oct 15, 2020	SELL	$310.52 - $357.7 $327,288 - $377,015	-1,054 Reduced 42.45%	1,429 $479,000
Q2 2020 Jul 16, 2020	BUY	$246.15 - $323.2 $17,476 - $22,947	71 Added 2.94%	2,483 $765,000
Q1 2020 Apr 27, 2020	SELL	$222.95 - $338.34 $78,478 - $119,095	-352 Reduced 12.74%	2,412 $622,000
Q4 2019 Jan 16, 2020	SELL	$288.06 - $322.94 $25,349 - $28,418	-88 Reduced 3.09%	2,764 $890,000
Q3 2019 Oct 16, 2019	SELL	$283.82 - $302.01 $64,143 - $68,254	-226 Reduced 7.34%	2,852 $846,000
Q2 2019 Jul 25, 2019	SELL	$274.57 - $295.86 $7,962 - $8,579	-29 Reduced 0.93%	3,078 $902,000
Q1 2019 Apr 11, 2019	SELL	$244.21 - $284.73 $9,768 - $11,389	-40 Reduced 1.27%	3,107 $878,000
Q4 2018 Feb 06, 2019	BUY	$234.34 - $291.73 $937 - $1,166	4 Added 0.13%	3,147 $786,000
Q3 2018 Nov 13, 2018	SELL	$270.9 - $293.58 $126,510 - $137,101	-467 Reduced 12.94%	3,143 $914,000
Q2 2018 Aug 15, 2018	SELL	$257.47 - $278.92 $8.24 Million - $8.92 Million	-31,997 Reduced 89.86%	3,610 $979,000
Q1 2018 Apr 19, 2018	SELL	$257.63 - $286.58 $303,745 - $337,877	-1,179 Reduced 3.21%	35,607 $9.37 Million
Q4 2017 Feb 16, 2018	SELL	$252.32 - $268.2 $4.5 Million - $4.78 Million	-17,819 Reduced 32.63%	36,786 $9.82 Million
Q3 2017 Oct 18, 2017	BUY	$242.71 - $251.23 $13.3 Million - $13.7 Million	54,605	54,605 $13.7 Million

Others Institutions Holding SPY

# of Institutions

5,190

Shares Held

643M

Call Options Held

380M

Put Options Held

723M

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 D. Scott Neal, Inc., based on Form 13F filings with the SEC.

News

Stay updated on D. Scott Neal, Inc. with notifications on news.

Account