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 8,837 shares of SPY stock, worth $4.78 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares
8,837
Previous 9,104 2.93%
Holding current value
$4.78 Million
Previous $4.76 Million 0.99%
% of portfolio
3.25%
Previous 3.25%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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