Resurgent Financial Advisors LLC Spdr S&P 500 ETF Trust Transaction History

Resurgent Financial Advisors LLC

$194 Million
Q1 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 4,997 shares of SPY stock, worth $2.77 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

4,997

Previous 900 455.22%

Holding current value

$2.77 Million

Previous $427,000 511.94%

% of portfolio

1.35%

Previous 0.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$467.28 - $523.17 $614,940 - $688,491	1,316 Added 35.75%	4,997 $2.61 Million
Q4 2023 Feb 09, 2024	SELL	$410.68 - $476.69 $119,097 - $138,240	-290 Reduced 7.3%	3,681 $1.75 Million
Q3 2023 Nov 13, 2023	SELL	$425.88 - $457.79 $43,439 - $46,694	-102 Reduced 2.5%	3,971 $1.7 Million
Q2 2023 Aug 14, 2023	SELL	$404.36 - $443.28 $1.62 Million - $1.78 Million	-4,014 Reduced 49.64%	4,073 $1.81 Million
Q1 2023 May 15, 2023	SELL	$379.5 - $416.78 $1.46 Million - $1.6 Million	-3,835 Reduced 32.17%	8,087 $3.31 Million

Q4 2022 Feb 14, 2023	SELL	$357.63 - $407.42 $104,785 - $119,374	-293 Reduced 2.4%	11,922 $4.56 Million
Q3 2022 Nov 14, 2022	SELL	$357.18 - $429.7 $1.31 Million - $1.58 Million	-3,673 Reduced 23.12%	12,215 $4.36 Million
Q2 2022 Aug 15, 2022	BUY	$365.86 - $456.8 $817,331 - $1.02 Million	2,234 Added 16.36%	15,888 $5.99 Million
Q1 2022 May 16, 2022	BUY	$416.25 - $477.71 $3.15 Million - $3.61 Million	7,558 Added 123.98%	13,654 $6.17 Million
Q4 2021 May 16, 2022	BUY	$428.64 - $477.48 $2.61 Million - $2.91 Million	6,096 New	6,096 $2.9 Million

Others Institutions Holding SPY

# of Institutions

4,337

Shares Held

584M

Call Options Held

250M

Put Options Held

483M

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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Resurgent Financial Advisors LLC Spdr S&P 500 ETF Trust Transaction History