Investment Advisory Group, LLC Spdr S&P 500 ETF Trust Transaction History

Investment Advisory Group, LLC

  • $282 Million
  • Q3 2024

A detailed history of Investment Advisory Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Investment Advisory Group, LLC holds 2,512 shares of SPY stock, worth $1.52 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
2,512
Previous 1,491 68.48%
Holding current value
$1.52 Million
Previous $811,000 77.68%
% of portfolio
0.51%
Previous 0.32%

Shares

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

Oct 15, 2024
BUY
$517.38 - $573.86 $528,244 - $585,911
1,021 Added 68.48%
2,512 $1.44 Million
Q2 2024

Jul 31, 2024
BUY
$495.16 - $548.49 $3,466 - $3,839
7 Added 0.47%
1,491 $811,000
Q1 2024

Apr 29, 2024
BUY
$467.28 - $523.17 $44,858 - $50,224
96 Added 6.92%
1,484 $776,000
Q4 2023

Jan 30, 2024
BUY
$410.68 - $476.69 $105,544 - $122,509
257 Added 22.72%
1,388 $659,000
Q3 2023

Oct 16, 2023
BUY
$425.88 - $457.79 $425 - $457
1 Added 0.09%
1,131 $483,000
Q2 2023

Jul 17, 2023
BUY
$404.36 - $443.28 $143,952 - $157,807
356 Added 45.99%
1,130 $500,000
Q1 2023

May 02, 2023
SELL
$379.5 - $416.78 $189,370 - $207,973
-499 Reduced 39.2%
774 $316,000
Q4 2022

Jan 19, 2023
BUY
$357.63 - $407.42 $22,888 - $26,074
64 Added 5.29%
1,273 $0
Q3 2022

Oct 24, 2022
BUY
$357.18 - $429.7 $357 - $429
1 Added 0.08%
1,209 $432,000
Q2 2022

Jul 18, 2022
SELL
$365.86 - $456.8 $9,512 - $11,876
-26 Reduced 2.11%
1,208 $457,000
Q1 2022

Apr 29, 2022
BUY
$416.25 - $477.71 $26,640 - $30,573
64 Added 5.47%
1,234 $557,000
Q4 2021

Feb 11, 2022
BUY
$428.64 - $477.48 $501,508 - $558,651
1,170 New
1,170 $526,000

Others Institutions Holding SPY

# of Institutions
4,551
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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