A detailed history of Safe Harbor Fiduciary, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Safe Harbor Fiduciary, LLC holds 30,812 shares of SPY stock, worth $18.3 Million. This represents 17.83% of its overall portfolio holdings.

Number of Shares
30,812
Previous 31,011 0.64%
Holding current value
$18.3 Million
Previous $18.2 Billion 5.17%
% of portfolio
17.83%
Previous 18.52%

Shares

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

May 14, 2025

SELL
$551.42 - $612.93 $109,732 - $121,973
-199 Reduced 0.64%
30,812 $17.2 Billion
Q4 2024

Feb 13, 2025

SELL
$567.81 - $607.81 $448,002 - $479,562
-789 Reduced 2.48%
31,011 $18.2 Billion
Q3 2024

Nov 13, 2024

BUY
$517.38 - $573.86 $16.5 Million - $18.2 Million
31,800 New
31,800 $18.2 Billion

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Safe Harbor Fiduciary, LLC Portfolio

Follow Safe Harbor Fiduciary, LLC 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 Safe Harbor Fiduciary, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safe Harbor Fiduciary, LLC with notifications on news.