Financial Perspectives, Inc Spdr S&P 500 ETF Trust Transaction History

Financial Perspectives, Inc

  • $331 Billion
  • Q2 2025

A detailed history of Financial Perspectives, Inc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Financial Perspectives, Inc holds 7,140 shares of SPY stock, worth $4.79 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
7,140
Previous 6,912 3.3%
Holding current value
$4.79 Million
Previous $3.87 Billion 14.09%
% of portfolio
1.33%
Previous 1.32%

Shares

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

Jul 29, 2025
BUY
$496.48 - $617.85 $113,197 - $140,869
228 Added 3.3%
7,140 $4.41 Billion
Q1 2025

Apr 18, 2025
BUY
$551.42 - $612.93 $272,401 - $302,787
494 Added 7.7%
6,912 $3.87 Billion
Q4 2024

Jan 31, 2025
BUY
$567.81 - $607.81 $54,509 - $58,349
96 Added 1.52%
6,418 $3.76 Billion
Q3 2024

Oct 17, 2024
BUY
$517.38 - $573.86 $5,173 - $5,738
10 Added 0.16%
6,322 $3.63 Billion
Q2 2024

Aug 09, 2024
BUY
$495.16 - $548.49 $50,011 - $55,397
101 Added 1.63%
6,312 $3.44 Billion
Q1 2024

Apr 19, 2024
BUY
$467.28 - $523.17 $34,578 - $38,714
74 Added 1.21%
6,211 $3.25 Billion
Q4 2023

Feb 01, 2024
SELL
$410.68 - $476.69 $2,874 - $3,336
-7 Reduced 0.11%
6,137 $2.92 Billion
Q3 2023

Jan 09, 2024
BUY
$425.88 - $457.79 $425 - $457
1 Added 0.02%
6,144 $2.63 Billion
Q2 2023

Jan 09, 2024
BUY
$404.36 - $443.28 $59,440 - $65,162
147 Added 2.45%
6,143 $2.72 Billion
Q1 2023

Jan 09, 2024
BUY
$379.5 - $416.78 $1,138 - $1,250
3 Added 0.05%
5,996 $2.45 Billion
Q4 2022

Jan 09, 2024
BUY
$357.63 - $407.42 $26,106 - $29,741
73 Added 1.23%
5,993 $2.29 Billion
Q3 2022

Jan 09, 2024
BUY
$357.18 - $429.7 $1,428 - $1,718
4 Added 0.07%
5,920 $2.11 Billion
Q2 2022

Jan 09, 2024
BUY
$365.86 - $456.8 $4,756 - $5,938
13 Added 0.22%
5,916 $2.23 Billion
Q1 2022

Jan 09, 2024
BUY
$416.25 - $477.71 $10,822 - $12,420
26 Added 0.44%
5,903 $2.67 Billion
Q2 2021

Jan 09, 2024
SELL
$400.61 - $428.06 $955 Million - $1.02 Billion
-2,384,723 Reduced 99.75%
5,877 $2.52 Billion
Q1 2021

Jan 09, 2024
BUY
$368.79 - $397.26 $879 Million - $947 Million
2,383,531 Added 33718.08%
2,390,600 $6.03 Million
Q2 2020

Jan 09, 2024
BUY
$246.15 - $323.2 $246 - $323
1 Added 0.01%
7,069 $2.18 Billion
Q1 2020

Jan 09, 2024
BUY
$222.95 - $338.34 $1.27 Million - $1.93 Million
5,690 Added 412.92%
7,068 $1.82 Billion
Q4 2019

Jan 09, 2024
BUY
$288.06 - $322.94 $396,946 - $445,011
1,378 New
1,378 $444 Million

Others Institutions Holding SPY

# of Institutions
5,211
Shares Held
631M
Call Options Held
379M
Put Options Held
723M
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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