Financial Synergies Wealth Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History

Financial Synergies Wealth Advisors, Inc.

  • $805 Billion
  • Q3 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 4,787 shares of SPY stock, worth $2.83 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
4,787
Previous 5,119 6.49%
Holding current value
$2.83 Million
Previous $2.79 Billion 1.39%
% of portfolio
0.34%
Previous 0.38%

Shares

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

Oct 07, 2024
SELL
$517.38 - $573.86 $171,770 - $190,521
-332 Reduced 6.49%
4,787 $2.75 Billion
Q2 2024

Jul 23, 2024
BUY
$495.16 - $548.49 $514,471 - $569,881
1,039 Added 25.47%
5,119 $2.79 Billion
Q1 2024

Apr 12, 2024
SELL
$467.28 - $523.17 $791,105 - $885,726
-1,693 Reduced 29.33%
4,080 $2.13 Billion
Q4 2023

Apr 04, 2024
BUY
$410.68 - $476.69 $673,104 - $781,294
1,639 Added 39.65%
5,773 $2.21 Billion
Q3 2023

Apr 04, 2024
SELL
$425.88 - $457.79 $342,833 - $368,520
-805 Reduced 16.3%
4,134 $1.77 Billion
Q2 2023

Apr 04, 2024
SELL
$404.36 - $443.28 $300,035 - $328,913
-742 Reduced 13.06%
4,939 $2.19 Billion
Q1 2023

Apr 04, 2024
SELL
$379.5 - $416.78 $34,914 - $38,343
-92 Reduced 1.59%
5,681 $2.33 Billion
Q4 2022

Apr 04, 2024
BUY
$357.63 - $407.42 $23,603 - $26,889
66 Added 1.16%
5,773 $2.21 Billion
Q3 2022

Apr 04, 2024
SELL
$357.18 - $429.7 $287,172 - $345,478
-804 Reduced 12.35%
5,707 $2.04 Billion
Q2 2022

Apr 04, 2024
BUY
$365.86 - $456.8 $2.38 Million - $2.97 Million
6,511 New
6,511 $2.46 Billion
Q1 2022

Apr 05, 2024
BUY
$416.25 - $477.71 $119,047 - $136,625
286 Added 4.79%
6,255 $2.83 Billion
Q4 2021

Apr 05, 2024
BUY
$428.64 - $477.48 $6,429 - $7,162
15 Added 0.25%
5,969 $2.84 Billion
Q3 2021

Apr 05, 2024
SELL
$424.97 - $453.19 $86,268 - $91,997
-203 Reduced 3.3%
5,954 $2.56 Billion
Q2 2021

Apr 05, 2024
BUY
$400.61 - $428.06 $523,997 - $559,902
1,308 Added 26.97%
6,157 $2.64 Billion
Q1 2021

Apr 05, 2024
BUY
$368.79 - $397.26 $63,800 - $68,725
173 Added 3.7%
4,849 $1.92 Billion
Q4 2020

Apr 05, 2024
BUY
$326.54 - $373.88 $47,674 - $54,586
146 Added 3.22%
4,676 $1.75 Billion
Q3 2020

Apr 05, 2024
SELL
$310.52 - $357.7 $533,162 - $614,170
-1,717 Reduced 27.49%
4,530 $1.52 Billion
Q2 2020

Apr 05, 2024
SELL
$246.15 - $323.2 $33,968 - $44,601
-138 Reduced 2.16%
6,247 $1.93 Billion
Q1 2020

Apr 05, 2024
SELL
$222.95 - $338.34 $1.17 Million - $1.77 Million
-5,237 Reduced 45.06%
6,385 $1.65 Billion
Q4 2019

Apr 05, 2024
BUY
$288.06 - $322.94 $576 - $645
2 Added 0.02%
11,622 $3.74 Billion
Q3 2019

Apr 05, 2024
SELL
$283.82 - $302.01 $58,750 - $62,516
-207 Reduced 1.75%
11,620 $3.45 Billion
Q2 2019

Apr 05, 2024
BUY
$274.57 - $295.86 $129,322 - $139,350
471 Added 4.15%
11,827 $3.47 Billion
Q1 2019

Apr 05, 2024
BUY
$244.21 - $284.73 $1.36 Million - $1.59 Million
5,583 Added 96.71%
11,356 $3.21 Billion

Others Institutions Holding SPY

# of Institutions
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
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
Track This Portfolio

Track Financial Synergies Wealth Advisors, Inc. Portfolio

Follow Financial Synergies Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email