A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 544 shares of SPY stock, worth $310,879. This represents 0.07% of its overall portfolio holdings.

Number of Shares
544
Previous 191 184.82%
Holding current value
$310,879
Previous $100,000 3.0%
% of portfolio
0.07%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$495.16 - $548.49 $174,791 - $193,616
353 Added 184.82%
544 $103,000
Q1 2024

Jul 26, 2024

SELL
$467.28 - $523.17 $155,604 - $174,215
-333 Reduced 63.55%
191 $100,000
Q1 2024

May 03, 2024

BUY
$467.28 - $523.17 $156,071 - $174,738
334 Added 175.79%
524 $100,000
Q4 2023

Feb 02, 2024

BUY
$410.68 - $476.69 $821 - $953
2 Added 1.06%
190 $90,000
Q2 2023

Aug 04, 2023

BUY
$404.36 - $443.28 $76,019 - $83,336
188 New
188 $83,000
Q1 2021

Apr 21, 2021

SELL
$368.79 - $397.26 $869,238 - $936,341
-2,357 Closed
0 $0
Q4 2020

Jan 29, 2021

BUY
$326.54 - $373.88 $769,654 - $881,235
2,357 New
2,357 $103,000

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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