Financial & Tax Architects, LLC Spdr S&P 500 ETF Trust Transaction History

Financial & Tax Architects, LLC

  • $389 Billion
  • Q3 2024

A detailed history of Financial & Tax Architects, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 37,457 shares of SPY stock, worth $22 Million. This represents 5.52% of its overall portfolio holdings.

Number of Shares
37,457
Previous 38,562 2.87%
Holding current value
$22 Million
Previous $21 Billion 2.41%
% of portfolio
5.52%
Previous 5.63%

Shares

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

Nov 13, 2024
SELL
$517.38 - $573.86 $571,704 - $634,115
-1,105 Reduced 2.87%
37,457 $21.5 Billion
Q2 2024

Aug 09, 2024
BUY
$495.16 - $548.49 $479,810 - $531,486
969 Added 2.58%
38,562 $21 Billion
Q1 2024

May 08, 2024
SELL
$467.28 - $523.17 $120,558 - $134,977
-258 Reduced 0.68%
37,593 $19.7 Billion
Q4 2023

Jan 25, 2024
SELL
$410.68 - $476.69 $2.09 Million - $2.42 Million
-5,085 Reduced 11.84%
37,851 $18 Billion
Q3 2023

Oct 19, 2023
SELL
$425.88 - $457.79 $684,389 - $735,668
-1,607 Reduced 3.61%
42,936 $18.4 Billion
Q2 2023

Jul 25, 2023
BUY
$404.36 - $443.28 $2.77 Million - $3.04 Million
6,861 Added 18.21%
44,543 $19.7 Billion
Q1 2023

Apr 26, 2023
BUY
$379.5 - $416.78 $14.3 Million - $15.7 Million
37,682 New
37,682 $15.4 Billion
Q3 2022

Aug 25, 2023
SELL
$357.18 - $429.7 $15.7 Million - $18.9 Million
-43,944 Reduced 98.66%
599 $214 Million
Q2 2022

Aug 25, 2023
SELL
$365.86 - $456.8 $405,007 - $505,677
-1,107 Reduced 64.47%
610 $230 Million
Q1 2022

Aug 25, 2023
SELL
$416.25 - $477.71 $17.8 Million - $20.5 Million
-42,826 Reduced 96.15%
1,717 $775 Million
Q4 2021

Aug 25, 2023
BUY
$428.64 - $477.48 $1.13 Million - $1.26 Million
2,634 Added 23.21%
13,981 $6.64 Billion
Q3 2021

Aug 25, 2023
BUY
$424.97 - $453.19 $1.03 Million - $1.09 Million
2,414 Added 27.02%
11,347 $4.87 Billion
Q2 2021

Aug 25, 2023
BUY
$400.61 - $428.06 $535,214 - $571,888
1,336 Added 17.59%
8,933 $3.82 Billion
Q1 2021

Aug 25, 2023
SELL
$368.79 - $397.26 $13.6 Million - $14.7 Million
-36,946 Reduced 82.94%
7,597 $3.01 Billion

Others Institutions Holding SPY

# of Institutions
4,552
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
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