Householder Group Estate & Retirement Specialist, LLC Spdr S&P 500 ETF Trust Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

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 1,220 shares of SPY stock, worth $724,899. This represents 0.53% of its overall portfolio holdings.

Number of Shares

1,220

Previous 8,362 85.41%

Holding current value

$724,899

Previous $4.8 Million 85.1%

% of portfolio

0.53%

Previous 1.4%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$567.81 - $607.81 $4.06 Million - $4.34 Million	-7,142 Reduced 85.41%	1,220 $715,000
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

# of Institutions

4,991

Shares Held

598M

Call Options Held

370M

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

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Householder Group Estate & Retirement Specialist, LLC Spdr S&P 500 ETF Trust Transaction History