Sc&H Financial Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History

Sc&H Financial Advisors, Inc.

$401 Million
Q2 2024

A detailed history of Sc&H Financial Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 6,764 shares of SPY stock, worth $3.88 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

6,764

Previous 6,954 2.73%

Holding current value

$3.88 Million

Previous $3.64 Million 1.21%

% of portfolio

0.92%

Previous 0.96%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	SELL	$495.16 - $548.49 $94,080 - $104,213	-190 Reduced 2.73%	6,764 $3.68 Million
Q1 2024 May 02, 2024	BUY	$467.28 - $523.17 $185,977 - $208,221	398 Added 6.07%	6,954 $3.64 Million
Q4 2023 Feb 01, 2024	BUY	$410.68 - $476.69 $410 - $476	1 Added 0.02%	6,556 $3.12 Million
Q3 2023 Oct 30, 2023	BUY	$425.88 - $457.79 $425 - $457	1 Added 0.02%	6,555 $2.8 Million
Q2 2023 Aug 07, 2023	BUY	$404.36 - $443.28 $808 - $886	2 Added 0.03%	6,554 $2.91 Million
Q1 2023 May 12, 2023	SELL	$379.5 - $416.78 $143,830 - $157,959	-379 Reduced 5.47%	6,552 $2.68 Million
Q4 2022 Feb 10, 2023	BUY	$357.63 - $407.42 $32,901 - $37,482	92 Added 1.35%	6,931 $2.65 Million
Q3 2022 Nov 09, 2022	SELL	$357.18 - $429.7 $56,434 - $67,892	-158 Reduced 2.26%	6,839 $2.44 Million
Q2 2022 Aug 10, 2022	SELL	$365.86 - $456.8 $318,298 - $397,416	-870 Reduced 11.06%	6,997 $2.64 Million
Q1 2022 May 10, 2022	BUY	$416.25 - $477.71 $481,601 - $552,710	1,157 Added 17.24%	7,867 $3.55 Million
Q4 2021 Feb 10, 2022	BUY	$428.64 - $477.48 $2.88 Million - $3.2 Million	6,710 New	6,710 $3.19 Million

Others Institutions Holding SPY

# of Institutions

4,432

Shares Held

559M

Call Options Held

275M

Put Options Held

402M

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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Sc&H Financial Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History