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

Northwest Financial Advisors

  • $126 Billion
  • Q3 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 745 shares of SPY stock, worth $438,223. This represents 0.34% of its overall portfolio holdings.

Number of Shares
745
Previous 718 3.76%
Holding current value
$438,223
Previous $390 Million 9.5%
% of portfolio
0.34%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$517.38 - $573.86 $13,969 - $15,494
27 Added 3.76%
745 $428 Million
Q2 2024

Aug 12, 2024
SELL
$495.16 - $548.49 $6,932 - $7,678
-14 Reduced 1.91%
718 $390 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
4,554
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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