Northwest Financial Advisors Spdr S&P 500 ETF Trust Transaction History

Northwest Financial Advisors

$121 Billion
Q4 2024

A detailed history of Northwest Financial Advisors transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Northwest Financial Advisors holds 746 shares of SPY stock, worth $451,359. This represents 0.36% of its overall portfolio holdings.

Number of Shares

746

Previous 745 0.13%

Holding current value

$451,359

Previous $428 Million 2.25%

% of portfolio

0.36%

Previous 0.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$567.81 - $607.81 $567 - $607	1 Added 0.13%	746 $437 Million
Q3 2024 Nov 13, 2024	BUY	$517.38 - $573.86 $13,969 - $15,494	27 Added 3.76%	745 $428 Million
Q2 2024 Jan 27, 2025	SELL	$495.16 - $548.49 $7,427 - $8,227	-15 Reduced 2.05%	717 $390 Million
Q2 2024 Aug 12, 2024	SELL	$495.16 - $548.49 $6,932 - $7,678	-14 Reduced 1.91%	718 $390 Million
Q1 2024 Jan 27, 2025	SELL	$467.28 - $523.17 $6,541 - $7,324	-14 Reduced 1.88%	732 $383 Million
Q1 2024 May 09, 2024	BUY	$467.28 - $523.17 $68,222 - $76,382	146 Added 24.91%	732 $383 Million
Q4 2023 Feb 07, 2024	BUY	$410.68 - $476.69 $240,658 - $279,340	586 New	586 $279 Million

Others Institutions Holding SPY

# of Institutions

4,656

Shares Held

579M

Call Options Held

285M

Put Options Held

684M

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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Northwest Financial Advisors Spdr S&P 500 ETF Trust Transaction History