Elwood & Goetz Wealth Advisory Group, LLC Spdr S&P 500 ETF Trust Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$408 Million
Q1 2025

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 4,310 shares of SPY stock, worth $2.59 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

4,310

Previous 2,271 89.78%

Holding current value

$2.59 Million

Previous $1.33 Million 81.2%

% of portfolio

0.59%

Previous 0.33%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$551.42 - $612.93 $1.12 Million - $1.25 Million	2,039 Added 89.78%	4,310 $2.41 Million
Q4 2024 Feb 03, 2025	BUY	$567.81 - $607.81 $138,545 - $148,305	244 Added 12.04%	2,271 $1.33 Million
Q3 2024 Oct 23, 2024	SELL	$517.38 - $573.86 $5,173 - $5,738	-10 Reduced 0.49%	2,027 $1.16 Million
Q2 2024 Jul 30, 2024	SELL	$495.16 - $548.49 $5,446 - $6,033	-11 Reduced 0.54%	2,037 $1.11 Million
Q1 2024 Apr 22, 2024	SELL	$467.28 - $523.17 $69,624 - $77,952	-149 Reduced 6.78%	2,048 $1.07 Million
Q4 2023 Jan 18, 2024	SELL	$410.68 - $476.69 $329,776 - $382,782	-803 Reduced 26.77%	2,197 $1.04 Million
Q3 2023 Oct 19, 2023	SELL	$425.88 - $457.79 $57,067 - $61,343	-134 Reduced 4.28%	3,000 $1.28 Million
Q2 2023 Jul 28, 2023	SELL	$404.36 - $443.28 $12,939 - $14,184	-32 Reduced 1.01%	3,134 $1.39 Million
Q1 2023 Apr 19, 2023	BUY	$379.5 - $416.78 $558,244 - $613,083	1,471 Added 86.78%	3,166 $1.3 Million
Q4 2022 Jan 27, 2023	SELL	$357.63 - $407.42 $33,974 - $38,704	-95 Reduced 5.31%	1,695 $648,000
Q3 2022 Oct 28, 2022	BUY	$357.18 - $429.7 $37,861 - $45,548	106 Added 6.29%	1,790 $639,000
Q2 2022 Aug 11, 2022	BUY	$365.86 - $456.8 $2,561 - $3,197	7 Added 0.42%	1,684 $635,000
Q1 2022 Apr 15, 2022	BUY	$416.25 - $477.71 $55,361 - $63,535	133 Added 8.61%	1,677 $757,000
Q4 2021 Jan 14, 2022	SELL	$428.64 - $477.48 $1,285 - $1,432	-3 Reduced 0.19%	1,544 $733,000
Q3 2021 Oct 18, 2021	BUY	$424.97 - $453.19 $141,090 - $150,459	332 Added 27.33%	1,547 $664,000
Q2 2021 Jul 15, 2021	SELL	$400.61 - $428.06 $15,223 - $16,266	-38 Reduced 3.03%	1,215 $520,000
Q1 2021 Apr 15, 2021	SELL	$368.79 - $397.26 $368 - $397	-1 Reduced 0.08%	1,253 $497,000
Q4 2020 Jan 22, 2021	BUY	$326.54 - $373.88 $4,898 - $5,608	15 Added 1.21%	1,254 $469,000
Q3 2020 Oct 13, 2020	SELL	$310.52 - $357.7 $17,699 - $20,388	-57 Reduced 4.4%	1,239 $415,000
Q2 2020 Jul 13, 2020	BUY	$246.15 - $323.2 $3,446 - $4,524	14 Added 1.09%	1,296 $400,000
Q1 2020 Apr 30, 2020	BUY	$222.95 - $338.34 $285,821 - $433,751	1,282 New	1,282 $330,000

Others Institutions Holding SPY

# of Institutions

5,070

Shares Held

584M

Call Options Held

390M

Put Options Held

668M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Elwood & Goetz Wealth Advisory Group, LLC Spdr S&P 500 ETF Trust Transaction History