Soa Wealth Advisors, Llc. Spdr S&P 500 ETF Trust Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 4,818 shares of SPY stock, worth $2.91 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

4,818

Previous 5,025 4.12%

Holding current value

$2.91 Million

Previous $2.95 Million 8.49%

% of portfolio

0.32%

Previous 0.55%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$551.42 - $612.93 $114,143 - $126,876	-207 Reduced 4.12%	4,818 $2.7 Million
Q4 2024 Jan 28, 2025	SELL	$567.81 - $607.81 $43,153 - $46,193	-76 Reduced 1.49%	5,025 $2.95 Million
Q3 2024 Oct 08, 2024	SELL	$517.38 - $573.86 $21,212 - $23,528	-41 Reduced 0.8%	5,101 $2.93 Million
Q2 2024 Jul 17, 2024	BUY	$495.16 - $548.49 $100,022 - $110,794	202 Added 4.09%	5,142 $2.8 Million
Q1 2024 Apr 10, 2024	BUY	$467.28 - $523.17 $11,682 - $13,079	25 Added 0.51%	4,940 $2.58 Million
Q4 2023 Jan 10, 2024	BUY	$410.68 - $476.69 $5,749 - $6,673	14 Added 0.29%	4,915 $2.34 Million
Q3 2023 Oct 10, 2023	SELL	$425.88 - $457.79 $174,184 - $187,236	-409 Reduced 7.7%	4,901 $2.1 Million
Q2 2023 Jul 07, 2023	SELL	$404.36 - $443.28 $45,288 - $49,647	-112 Reduced 2.07%	5,310 $2.35 Million
Q1 2023 Apr 28, 2023	SELL	$379.5 - $416.78 $2,277 - $2,500	-6 Reduced 0.11%	5,422 $2.22 Million
Q4 2022 Jan 10, 2023	SELL	$357.63 - $407.42 $77,248 - $88,002	-216 Reduced 3.83%	5,428 $0
Q3 2022 Oct 07, 2022	SELL	$357.18 - $429.7 $4,643 - $5,586	-13 Reduced 0.23%	5,644 $2.02 Million
Q2 2022 Jul 13, 2022	BUY	$365.86 - $456.8 $67,318 - $84,051	184 Added 3.36%	5,657 $2.13 Million
Q1 2022 Apr 07, 2022	BUY	$416.25 - $477.71 $5,411 - $6,210	13 Added 0.24%	5,473 $2.47 Million
Q4 2021 Jan 13, 2022	BUY	$428.64 - $477.48 $226,750 - $252,586	529 Added 10.73%	5,460 $2.6 Million
Q3 2021 Oct 12, 2021	SELL	$424.97 - $453.19 $94,343 - $100,608	-222 Reduced 4.31%	4,931 $2.12 Million
Q2 2021 Jul 14, 2021	BUY	$400.61 - $428.06 $100,152 - $107,015	250 Added 5.1%	5,153 $2.21 Million
Q1 2021 Apr 26, 2021	SELL	$368.79 - $397.26 $29,503 - $31,780	-80 Reduced 1.61%	4,903 $1.94 Million
Q4 2020 Mar 10, 2021	BUY	$326.54 - $373.88 $1.63 Million - $1.86 Million	4,983 New	4,983 $1.94 Million

Others Institutions Holding SPY

# of Institutions

5,068

Shares Held

584M

Call Options Held

390M

Put Options Held

668M

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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Soa Wealth Advisors, Llc. Spdr S&P 500 ETF Trust Transaction History