Henrickson Nauta Wealth Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History

Henrickson Nauta Wealth Advisors, Inc.

$282 Million
Q2 2025

A detailed history of Henrickson Nauta Wealth Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 5,878 shares of SPY stock, worth $3.74 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

5,878

Previous 5,919 0.69%

Holding current value

$3.74 Million

Previous $3.31 Million 9.66%

% of portfolio

1.29%

Previous 1.3%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	SELL	$496.48 - $617.85 $20,355 - $25,331	-41 Reduced 0.69%	5,878 $3.63 Million
Q1 2025 Apr 14, 2025	SELL	$551.42 - $612.93 $130,686 - $145,264	-237 Reduced 3.85%	5,919 $3.31 Million
Q4 2024 Jan 14, 2025	SELL	$567.81 - $607.81 $34,636 - $37,076	-61 Reduced 0.98%	6,156 $3.61 Million
Q3 2024 Oct 11, 2024	BUY	$517.38 - $573.86 $233,855 - $259,384	452 Added 7.84%	6,217 $3.57 Million
Q2 2024 Jul 31, 2024	BUY	$495.16 - $548.49 $433,760 - $480,477	876 Added 17.92%	5,765 $3.14 Million
Q1 2024 Apr 15, 2024	SELL	$467.28 - $523.17 $72,428 - $81,091	-155 Reduced 3.07%	4,889 $2.56 Million
Q4 2023 Jan 12, 2024	BUY	$410.68 - $476.69 $621,769 - $721,708	1,514 Added 42.89%	5,044 $2.4 Million
Q3 2023 Oct 10, 2023	BUY	$425.88 - $457.79 $77,084 - $82,859	181 Added 5.4%	3,530 $1.51 Million
Q2 2023 Jul 12, 2023	BUY	$404.36 - $443.28 $3,639 - $3,989	9 Added 0.27%	3,349 $1.48 Million
Q1 2023 Apr 11, 2023	BUY	$379.5 - $416.78 $379 - $416	1 Added 0.03%	3,340 $1.37 Million
Q1 2022 May 16, 2022	BUY	$416.25 - $477.71 $26,223 - $30,095	63 Added 1.92%	3,339 $1.51 Million
Q4 2021 Feb 11, 2022	BUY	$428.64 - $477.48 $1.4 Million - $1.56 Million	3,276 New	3,276 $1.44 Million

Others Institutions Holding SPY

# of Institutions

5,107

Shares Held

594M

Call Options Held

398M

Put Options Held

676M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

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

News

Stay updated on Henrickson Nauta Wealth Advisors, Inc. with notifications on news.

Account

Henrickson Nauta Wealth Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History