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

Erts Wealth Advisors, LLC

  • $290 Million
  • Q2 2025

A detailed history of Erts Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 340 shares of SPY stock, worth $216,641. This represents 0.07% of its overall portfolio holdings.

Number of Shares
340
Holding current value
$216,641
% of portfolio
0.07%

Shares

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

Aug 08, 2025
BUY
$496.48 - $617.85 $168,803 - $210,069
340 New
340 $210,000
Q2 2021

Aug 11, 2021
SELL
$400.61 - $428.06 $203,509 - $217,454
-508 Closed
0 $0
Q1 2021

May 07, 2021
SELL
$368.79 - $397.26 $164,849 - $177,575
-447 Reduced 46.81%
508 $201,000
Q4 2018

Feb 14, 2019
BUY
$234.34 - $291.73 $223,794 - $278,602
955 New
955 $239,000

Others Institutions Holding SPY

# of Institutions
5,140
Shares Held
603M
Call Options Held
373M
Put Options Held
665M
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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