Retirement Solution Inc. Spdr S&P 500 ETF Trust Transaction History

Retirement Solution Inc.

  • $152 Million
  • Q1 2025

A detailed history of Retirement Solution Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Retirement Solution Inc. holds 1,198 shares of SPY stock, worth $710,473. This represents 0.44% of its overall portfolio holdings.

Number of Shares
1,198
Previous 981 22.12%
Holding current value
$710,473
Previous $574,000 16.72%
% of portfolio
0.44%
Previous 0.39%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$551.42 - $612.93 $119,658 - $133,005
217 Added 22.12%
1,198 $670,000
Q4 2024

Feb 07, 2025
SELL
$567.81 - $607.81 $420,747 - $450,387
-741 Reduced 43.03%
981 $574,000
Q3 2024

Nov 01, 2024
BUY
$517.38 - $573.86 $254,033 - $281,765
491 Added 39.89%
1,722 $988,000
Q2 2024

Jul 25, 2024
BUY
$495.16 - $548.49 $50,011 - $55,397
101 Added 8.94%
1,231 $669,000
Q1 2024

May 07, 2024
SELL
$467.28 - $523.17 $14,485 - $16,218
-31 Reduced 2.67%
1,130 $591,000
Q4 2023

Feb 02, 2024
SELL
$410.68 - $476.69 $48,049 - $55,772
-117 Reduced 9.15%
1,161 $551,000
Q3 2023

Oct 13, 2023
BUY
$425.88 - $457.79 $23,849 - $25,636
56 Added 4.58%
1,278 $546,000
Q2 2023

Aug 03, 2023
BUY
$404.36 - $443.28 $77,637 - $85,109
192 Added 18.64%
1,222 $541,000
Q1 2023

Apr 13, 2023
BUY
$379.5 - $416.78 $379 - $416
1 Added 0.1%
1,030 $421,000
Q4 2022

Jan 20, 2023
SELL
$357.63 - $407.42 $27,179 - $30,963
-76 Reduced 6.88%
1,029 $0
Q3 2022

Oct 17, 2022
BUY
$357.18 - $429.7 $38,932 - $46,837
109 Added 10.94%
1,105 $395,000
Q2 2022

Jul 21, 2022
SELL
$365.86 - $456.8 $186,954 - $233,424
-511 Reduced 33.91%
996 $376,000
Q1 2022

Apr 29, 2022
BUY
$416.25 - $477.71 $291,791 - $334,874
701 Added 86.97%
1,507 $680,000
Q2 2021

Mar 17, 2022
SELL
$400.61 - $428.06 $78,920 - $84,327
-197 Reduced 19.64%
806 $345,000
Q1 2021

Mar 17, 2022
BUY
$368.79 - $397.26 $51,630 - $55,616
140 Added 16.22%
1,003 $397,000
Q4 2020

Mar 17, 2022
BUY
$326.54 - $373.88 $281,804 - $322,658
863 New
863 $323,000

Others Institutions Holding SPY

# of Institutions
5,065
Shares Held
584M
Call Options Held
390M
Put Options Held
668M
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
Track This Portfolio

Track Retirement Solution Inc. Portfolio

Follow Retirement Solution Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Solution Inc., based on Form 13F filings with the SEC.

News

Stay updated on Retirement Solution Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email