Kapstone Financial Advisors LLC Spdr S&P 500 ETF Trust Transaction History

Kapstone Financial Advisors LLC

  • $165 Billion
  • Q3 2024

A detailed history of Kapstone Financial Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 1,803 shares of SPY stock, worth $1.06 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
1,803
Previous 1,791 0.67%
Holding current value
$1.06 Million
Previous $975 Million 5.71%
% of portfolio
0.62%
Previous 0.64%

Shares

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

Nov 06, 2024
BUY
$517.38 - $573.86 $6,208 - $6,886
12 Added 0.67%
1,803 $1.03 Billion
Q2 2024

Aug 02, 2024
SELL
$495.16 - $548.49 $17,825 - $19,745
-36 Reduced 1.97%
1,791 $975 Million
Q1 2024

May 13, 2024
BUY
$467.28 - $523.17 $9,345 - $10,463
20 Added 1.11%
1,827 $956 Million
Q2 2023

Aug 08, 2023
BUY
$404.36 - $443.28 $35,988 - $39,451
89 Added 5.18%
1,807 $825 Million
Q4 2022

Feb 15, 2023
BUY
$357.63 - $407.42 $614,408 - $699,947
1,718 New
1,718 $716 Million

Others Institutions Holding SPY

# of Institutions
4,542
Shares Held
592M
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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