Hoffman, Alan N Investment Management Spdr S&P 500 ETF Trust Transaction History

Hoffman, Alan N Investment Management

$194 Million
Q1 2025

A detailed history of Hoffman, Alan N Investment Management transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Hoffman, Alan N Investment Management holds 865 shares of SPY stock, worth $551,091. This represents 0.25% of its overall portfolio holdings.

Number of Shares

865

Previous 865 -0.0%

Holding current value

$551,091

Previous $506,000 4.55%

% of portfolio

0.25%

Previous 0.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$567.81 - $607.81 $53,374 - $57,134	94 Added 12.19%	865 $506,000
Q3 2024 Oct 07, 2024	BUY	$517.38 - $573.86 $38,803 - $43,039	75 Added 10.78%	771 $442,000
Q2 2024 Jul 30, 2024	SELL	$495.16 - $548.49 $23,272 - $25,779	-47 Reduced 6.33%	696 $378,000
Q1 2024 Apr 09, 2024	BUY	$467.28 - $523.17 $9,812 - $10,986	21 Added 2.91%	743 $388,000
Q3 2023 Oct 10, 2023	BUY	$425.88 - $457.79 $68,992 - $74,161	162 Added 28.93%	722 $308,000
Q2 2023 Jul 06, 2023	BUY	$404.36 - $443.28 $226,441 - $248,236	560 New	560 $248,000

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 Hoffman, Alan N Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Hoffman, Alan N Investment Management with notifications on news.

Account

Hoffman, Alan N Investment Management Spdr S&P 500 ETF Trust Transaction History