A detailed history of Second Half Financial Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Second Half Financial Partners, LLC holds 10,902 shares of SPY stock, worth $5.93 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares
10,902
Previous 8,714 25.11%
Holding current value
$5.93 Million
Previous $4.14 Million 37.7%
% of portfolio
2.68%
Previous 2.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

BUY
$467.28 - $523.17 $1.02 Million - $1.14 Million
2,188 Added 25.11%
10,902 $5.7 Million
Q4 2023

Feb 07, 2024

SELL
$410.68 - $476.69 $56,263 - $65,306
-137 Reduced 1.55%
8,714 $4.14 Million
Q3 2023

Nov 13, 2023

SELL
$425.88 - $457.79 $46.8 Million - $50.3 Million
-109,911 Reduced 92.55%
8,851 $3.78 Million
Q3 2023

Nov 03, 2023

BUY
$425.88 - $457.79 $46.1 Million - $49.6 Million
108,289 Added 1033.98%
118,762 $50.8 Million
Q2 2023

Aug 07, 2023

BUY
$404.36 - $443.28 $431,452 - $472,979
1,067 Added 11.34%
10,473 $4.64 Million
Q1 2023

May 11, 2023

SELL
$379.5 - $416.78 $1.21 Million - $1.33 Million
-3,195 Reduced 25.36%
9,406 $3.85 Million
Q4 2022

Feb 13, 2023

BUY
$357.63 - $407.42 $1.2 Million - $1.37 Million
3,369 Added 36.49%
12,601 $4.82 Million
Q3 2022

Nov 14, 2022

SELL
$357.18 - $429.7 $546,842 - $657,870
-1,531 Reduced 14.22%
9,232 $3.3 Million
Q1 2022

Sep 20, 2022

BUY
$416.25 - $477.71 $4.48 Million - $5.14 Million
10,763 New
10,763 $4.27 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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