Leverty Financial Group, LLC Spdr S&P 500 ETF Trust Transaction History

Leverty Financial Group, LLC

$195 Million
Q4 2024

A detailed history of Leverty Financial Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Leverty Financial Group, LLC holds 11,047 shares of SPY stock, worth $6.65 Million. This represents 3.31% of its overall portfolio holdings.

Number of Shares

11,047

Previous 10,947 0.91%

Holding current value

$6.65 Million

Previous $6.28 Million 3.06%

% of portfolio

3.31%

Previous 3.46%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$567.81 - $607.81 $56,780 - $60,780	100 Added 0.91%	11,047 $6.47 Million
Q3 2024 Oct 16, 2024	BUY	$517.38 - $573.86 $1.09 Million - $1.21 Million	2,110 Added 23.88%	10,947 $6.28 Million
Q2 2024 Jul 15, 2024	SELL	$495.16 - $548.49 $132,207 - $146,446	-267 Reduced 2.93%	8,837 $4.81 Million
Q1 2024 Apr 23, 2024	SELL	$467.28 - $523.17 $57,008 - $63,826	-122 Reduced 1.32%	9,104 $4.76 Million
Q4 2023 Jan 10, 2024	SELL	$410.68 - $476.69 $286,243 - $332,252	-697 Reduced 7.02%	9,226 $4.39 Million
Q3 2023 Oct 18, 2023	SELL	$425.88 - $457.79 $153,316 - $164,804	-360 Reduced 3.5%	9,923 $4.24 Million
Q2 2023 Jul 27, 2023	SELL	$404.36 - $443.28 $63,484 - $69,594	-157 Reduced 1.5%	10,283 $4.56 Million
Q1 2023 Apr 21, 2023	BUY	$379.5 - $416.78 $37,570 - $41,261	99 Added 0.96%	10,440 $4.27 Million
Q4 2022 Jan 30, 2023	SELL	$357.63 - $407.42 $108,361 - $123,448	-303 Reduced 2.85%	10,341 $3.95 Million
Q3 2022 Oct 20, 2022	SELL	$357.18 - $429.7 $132,156 - $158,989	-370 Reduced 3.36%	10,644 $3.8 Million
Q2 2022 Jul 18, 2022	BUY	$365.86 - $456.8 $2.93 Million - $3.66 Million	8,022 Added 268.11%	11,014 $4.16 Million
Q1 2022 Apr 20, 2022	BUY	$416.25 - $477.71 $1 Million - $1.15 Million	2,409 Added 413.21%	2,992 $1.35 Million
Q4 2021 Feb 09, 2022	BUY	$428.64 - $477.48 $249,897 - $278,370	583 New	583 $276,000

Others Institutions Holding SPY

# of Institutions

4,696

Shares Held

580M

Call Options Held

288M

Put Options Held

680M

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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Leverty Financial Group, LLC Spdr S&P 500 ETF Trust Transaction History