A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 8,362 shares of SPY stock, worth $4.9 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
8,362
Previous 9,035 7.45%
Holding current value
$4.9 Million
Previous $4.92 Million 2.42%
% of portfolio
1.4%
Previous 1.38%

Shares

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

Oct 18, 2024

SELL
$517.38 - $573.86 $348,196 - $386,207
-673 Reduced 7.45%
8,362 $4.8 Million
Q2 2024

Jul 17, 2024

BUY
$495.16 - $548.49 $385,729 - $427,273
779 Added 9.44%
9,035 $4.92 Million
Q1 2024

May 03, 2024

BUY
$467.28 - $523.17 $239,247 - $267,863
512 Added 6.61%
8,256 $4.32 Million
Q4 2023

Jan 23, 2024

SELL
$410.68 - $476.69 $406,162 - $471,446
-989 Reduced 11.32%
7,744 $3.68 Million
Q3 2023

Oct 10, 2023

BUY
$425.88 - $457.79 $1.26 Million - $1.35 Million
2,953 Added 51.09%
8,733 $3.73 Million
Q1 2023

Apr 13, 2023

BUY
$379.5 - $416.78 $2.19 Million - $2.41 Million
5,780 New
5,780 $2.37 Million
Q3 2022

Oct 11, 2022

BUY
$357.18 - $429.7 $256,455 - $308,524
718 Added 13.78%
5,929 $2.12 Million
Q2 2022

Jul 18, 2022

SELL
$365.86 - $456.8 $732,817 - $914,970
-2,003 Reduced 27.77%
5,211 $1.97 Million
Q1 2022

Apr 18, 2022

BUY
$416.25 - $477.71 $155,261 - $178,185
373 Added 5.45%
7,214 $3.26 Million
Q4 2021

Apr 12, 2022

BUY
$428.64 - $477.48 $2.93 Million - $3.27 Million
6,841 New
6,841 $3.25 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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