Goldstone Financial Group, LLC Spdr S&P 500 ETF Trust Transaction History

Goldstone Financial Group, LLC

$661 Billion
Q1 2025

A detailed history of Goldstone Financial Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 6,897 shares of SPY stock, worth $4.1 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

6,897

Previous 7,491 7.93%

Holding current value

$4.1 Million

Previous $4.39 Billion 12.11%

% of portfolio

0.58%

Previous 0.69%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$551.42 - $612.93 $327,543 - $364,080	-594 Reduced 7.93%	6,897 $3.86 Billion
Q4 2024 Jan 14, 2025	BUY	$567.81 - $607.81 $3,974 - $4,254	7 Added 0.09%	7,491 $4.39 Billion
Q3 2024 Oct 28, 2024	BUY	$517.38 - $573.86 $3.87 Million - $4.29 Million	7,484 New	7,484 $4.29 Billion
Q2 2024 Jan 15, 2025	BUY	$495.16 - $548.49 $317,892 - $352,130	642 Added 8.57%	8,133 $4.43 Billion
Q1 2024 Jan 15, 2025	SELL	$467.28 - $523.17 $97,661 - $109,342	-209 Reduced 2.56%	7,962 $4.16 Billion
Q4 2023 Jan 15, 2025	SELL	$410.68 - $476.69 $695,691 - $807,512	-1,694 Reduced 17.17%	8,171 $3.88 Billion
Q3 2023 Jan 15, 2025	BUY	$425.88 - $457.79 $12,350 - $13,275	29 Added 0.29%	9,865 $4.22 Billion
Q2 2023 Jan 15, 2025	SELL	$404.36 - $443.28 $226,037 - $247,793	-559 Reduced 5.38%	9,836 $4.36 Billion
Q1 2023 Jan 15, 2025	BUY	$379.5 - $416.78 $1.1 Million - $1.21 Million	2,904 Added 38.77%	10,395 $4.26 Billion

Others Institutions Holding SPY

# of Institutions

5,056

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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Goldstone Financial Group, LLC Spdr S&P 500 ETF Trust Transaction History