Geometric Wealth Advisors Spdr S&P 500 ETF Trust Transaction History

Geometric Wealth Advisors

  • $561 Million
  • Q1 2025

A detailed history of Geometric Wealth Advisors transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Geometric Wealth Advisors holds 5,349 shares of SPY stock, worth $3.4 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
5,349
Previous 5,429 1.47%
Holding current value
$3.4 Million
Previous $3.18 Million 5.94%
% of portfolio
0.53%
Previous 0.6%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$551.42 - $612.93 $44,113 - $49,034
-80 Reduced 1.47%
5,349 $2.99 Million
Q4 2024

Feb 07, 2025
BUY
$567.81 - $607.81 $75,518 - $80,838
133 Added 2.51%
5,429 $3.18 Million
Q3 2024

Oct 24, 2024
SELL
$517.38 - $573.86 $36,216 - $40,170
-70 Reduced 1.3%
5,296 $3.04 Million
Q2 2024

Aug 13, 2024
BUY
$495.16 - $548.49 $271,347 - $300,572
548 Added 11.37%
5,366 $2.92 Million
Q4 2023

Jan 18, 2024
SELL
$410.68 - $476.69 $36,961 - $42,902
-90 Reduced 1.83%
4,818 $2.29 Million
Q3 2023

Oct 12, 2023
BUY
$425.88 - $457.79 $4,258 - $4,577
10 Added 0.2%
4,908 $2.1 Million
Q2 2023

Jul 17, 2023
BUY
$404.36 - $443.28 $74,402 - $81,563
184 Added 3.9%
4,898 $2.17 Million
Q1 2023

May 01, 2023
BUY
$379.5 - $416.78 $7,590 - $8,335
20 Added 0.43%
4,714 $1.93 Million
Q4 2022

Jan 09, 2023
BUY
$357.63 - $407.42 $701,670 - $799,358
1,962 Added 71.82%
4,694 $0
Q2 2022

Jul 20, 2022
BUY
$365.86 - $456.8 $23,415 - $29,235
64 Added 2.4%
2,732 $1.03 Million
Q1 2022

Apr 18, 2022
BUY
$416.25 - $477.71 $432,900 - $496,818
1,040 Added 63.88%
2,668 $1.21 Million
Q4 2021

Feb 23, 2022
BUY
$428.64 - $477.48 $697,825 - $777,337
1,628 New
1,628 $773,000

Others Institutions Holding SPY

# of Institutions
5,115
Shares Held
595M
Call Options Held
389M
Put Options Held
675M
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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