Novak & Powell Financial Services, Inc. Spdr S&P 500 ETF Trust Transaction History

Novak & Powell Financial Services, Inc.

$144 Billion
Q2 2025

A detailed history of Novak & Powell Financial Services, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 10,220 shares of SPY stock, worth $6.67 Million. This represents 4.38% of its overall portfolio holdings.

Number of Shares

10,220

Previous 10,183 0.36%

Holding current value

$6.67 Million

Previous $5.7 Billion 10.86%

% of portfolio

4.38%

Previous 3.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$496.48 - $617.85 $18,369 - $22,860	37 Added 0.36%	10,220 $6.31 Billion
Q1 2025 May 14, 2025	BUY	$551.42 - $612.93 $188,034 - $209,009	341 Added 3.46%	10,183 $5.7 Billion
Q4 2024 Feb 14, 2025	SELL	$567.81 - $607.81 $352,610 - $377,450	-621 Reduced 5.94%	9,842 $5.77 Billion
Q3 2024 Nov 14, 2024	BUY	$517.38 - $573.86 $45,012 - $49,925	87 Added 0.84%	10,463 $6 Billion
Q2 2024 Aug 15, 2024	SELL	$495.16 - $548.49 $12,379 - $13,712	-25 Reduced 0.24%	10,376 $5.65 Billion
Q1 2024 May 15, 2024	BUY	$467.28 - $523.17 $30,840 - $34,529	66 Added 0.64%	10,401 $5.44 Billion
Q4 2023 Feb 21, 2024	BUY	$410.68 - $476.69 $4.24 Million - $4.93 Million	10,335 New	10,335 $4.91 Billion

Others Institutions Holding SPY

# of Institutions

5,193

Shares Held

643M

Call Options Held

380M

Put Options Held

724M

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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Novak & Powell Financial Services, Inc. Spdr S&P 500 ETF Trust Transaction History