Financial Strategies Group, Inc. Spdr S&P 500 ETF Trust Transaction History

Financial Strategies Group, Inc.

$436 Million
Q1 2025

A detailed history of Financial Strategies Group, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 513 shares of SPY stock, worth $297,083. This represents 0.07% of its overall portfolio holdings.

Number of Shares

513

Previous 513 -0.0%

Holding current value

$297,083

Previous $300,000 4.67%

% of portfolio

0.07%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$567.81 - $607.81 $21,576 - $23,096	-38 Reduced 6.9%	513 $300,000
Q3 2024 Oct 31, 2024	SELL	$517.38 - $573.86 $72,950 - $80,914	-141 Reduced 20.38%	551 $316,000
Q2 2024 Jul 17, 2024	BUY	$495.16 - $548.49 $31,690 - $35,103	64 Added 10.19%	692 $376,000
Q3 2023 Oct 18, 2023	SELL	$425.88 - $457.79 $40,032 - $43,032	-94 Reduced 13.02%	628 $268,000
Q2 2023 Jul 13, 2023	BUY	$404.36 - $443.28 $291,947 - $320,048	722 New	722 $320,000
Q2 2022 Aug 08, 2022	SELL	$365.86 - $456.8 $174,515 - $217,893	-477 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$416.25 - $477.71 $416 - $477	1 Added 0.21%	477 $215,000
Q4 2021 Feb 07, 2022	BUY	$428.64 - $477.48 $428 - $477	1 Added 0.21%	476 $226,000
Q3 2021 Nov 12, 2021	BUY	$424.97 - $453.19 $424 - $453	1 Added 0.21%	475 $204,000
Q2 2021 Aug 13, 2021	BUY	$400.61 - $428.06 $189,889 - $202,900	474 New	474 $203,000

Others Institutions Holding SPY

# of Institutions

5,060

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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Financial Strategies Group, Inc. Spdr S&P 500 ETF Trust Transaction History