Level Financial Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History

Level Financial Advisors, Inc.

$271 Million
Q1 2025

A detailed history of Level Financial Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 3,947 shares of SPY stock, worth $2.13 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

3,947

Previous 720 448.19%

Holding current value

$2.13 Million

Previous $421,000 424.23%

% of portfolio

0.81%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$551.42 - $612.93 $1.78 Million - $1.98 Million	3,227 Added 448.19%	3,947 $2.21 Million
Q3 2024 Oct 10, 2024	BUY	$517.38 - $573.86 $108,132 - $119,936	209 Added 40.9%	720 $413,000
Q3 2023 Oct 18, 2023	SELL	$425.88 - $457.79 $4,684 - $5,035	-11 Reduced 2.11%	511 $218,000
Q3 2022 Oct 18, 2022	SELL	$357.18 - $429.7 $3,571 - $4,297	-10 Reduced 1.88%	522 $186,000
Q2 2022 Aug 10, 2022	SELL	$365.86 - $456.8 $23,415 - $29,235	-64 Reduced 10.74%	532 $201,000
Q4 2021 Jan 20, 2022	BUY	$428.64 - $477.48 $255,469 - $284,578	596 New	596 $283,000

Others Institutions Holding SPY

# of Institutions

5,030

Shares Held

602M

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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Level Financial Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History