A detailed history of Erickson Financial Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Erickson Financial Group, LLC holds 5,050 shares of SPY stock, worth $3.01 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares
5,050
Previous 4,990 1.2%
Holding current value
$3.01 Million
Previous $2.72 Million 6.7%
% of portfolio
2.08%
Previous 2.07%

Shares

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

Nov 08, 2024

BUY
$517.38 - $573.86 $31,042 - $34,431
60 Added 1.2%
5,050 $2.9 Million
Q2 2024

Jul 18, 2024

SELL
$495.16 - $548.49 $9,408 - $10,421
-19 Reduced 0.38%
4,990 $2.72 Million
Q1 2024

Apr 29, 2024

SELL
$467.28 - $523.17 $198,594 - $222,347
-425 Reduced 7.82%
5,009 $2.62 Million
Q4 2023

Jan 18, 2024

BUY
$410.68 - $476.69 $191,787 - $222,614
467 Added 9.4%
5,434 $2.58 Million
Q3 2023

Oct 24, 2023

BUY
$425.88 - $457.79 $10,647 - $11,444
25 Added 0.51%
4,967 $2.12 Million
Q2 2023

Jul 13, 2023

SELL
$404.36 - $443.28 $8,087 - $8,865
-20 Reduced 0.4%
4,942 $2.19 Million
Q1 2023

Apr 18, 2023

SELL
$379.5 - $416.78 $38,329 - $42,094
-101 Reduced 1.99%
4,962 $2.03 Million
Q4 2022

Jan 17, 2023

BUY
$357.63 - $407.42 $283,242 - $322,676
792 Added 18.54%
5,063 $0
Q3 2022

Oct 17, 2022

BUY
$357.18 - $429.7 $1.53 Million - $1.84 Million
4,271 New
4,271 $1.53 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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