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

Retirement Solution Inc.

  • $142 Million
  • Q2 2024

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 1,231 shares of SPY stock, worth $676,569. This represents 0.47% of its overall portfolio holdings.

Number of Shares
1,231
Previous 1,130 8.94%
Holding current value
$676,569
Previous $591,000 13.2%
% of portfolio
0.47%
Previous 0.42%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,424
Shares Held
557M
Call Options Held
274M
Put Options Held
402M
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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