Primoris Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Primoris Wealth Advisors, LLC

$135 Million
Q2 2025

A detailed history of Primoris Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 2,520 shares of SPY stock, worth $1.7 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

2,520

Previous 2,500 0.8%

Holding current value

$1.7 Million

Previous $1.4 Million 11.3%

% of portfolio

1.16%

Previous 1.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$496.48 - $617.85 $9,929 - $12,357	20 Added 0.8%	2,520 $1.56 Million
Q4 2023 Feb 15, 2024	BUY	$410.68 - $476.69 $205,340 - $238,345	500 Added 25.0%	2,500 $1.19 Million
Q3 2023 Oct 31, 2023	SELL	$425.88 - $457.79 $18,738 - $20,142	-44 Reduced 2.15%	2,000 $854,000
Q2 2023 Aug 03, 2023	SELL	$404.36 - $443.28 $5,256 - $5,762	-13 Reduced 0.63%	2,044 $906,000
Q3 2022 Oct 20, 2022	SELL	$357.18 - $429.7 $231,809 - $278,875	-649 Reduced 23.98%	2,057 $735,000
Q2 2022 Jul 29, 2022	BUY	$365.86 - $456.8 $242,199 - $302,401	662 Added 32.39%	2,706 $1.02 Million
Q4 2021 Feb 08, 2022	BUY	$428.64 - $477.48 $876,140 - $975,969	2,044 New	2,044 $971,000

Others Institutions Holding SPY

# of Institutions

5,190

Shares Held

643M

Call Options Held

380M

Put Options Held

723M

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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Primoris Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History