A detailed history of Souders Financial Advisors transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Souders Financial Advisors holds 1,684 shares of SPY stock, worth $986,403. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,684
Previous 1,625 3.63%
Holding current value
$986,403
Previous $884,000 9.28%
% of portfolio
0.14%
Previous 0.14%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$517.38 - $573.86 $30,525 - $33,857
59 Added 3.63%
1,684 $966,000
Q2 2024

Aug 28, 2024

BUY
$495.16 - $548.49 $10,893 - $12,066
22 Added 1.37%
1,625 $884,000
Q1 2024

May 08, 2024

SELL
$467.28 - $523.17 $92,054 - $103,064
-197 Reduced 10.94%
1,603 $838,000
Q4 2023

Jan 24, 2024

BUY
$410.68 - $476.69 $137,577 - $159,691
335 Added 22.87%
1,800 $855,000
Q3 2023

Nov 06, 2023

BUY
$425.88 - $457.79 $2,129 - $2,288
5 Added 0.34%
1,465 $626,000
Q2 2023

Aug 09, 2023

SELL
$404.36 - $443.28 $1.82 Million - $2 Million
-4,513 Reduced 75.56%
1,460 $647,000
Q1 2023

May 09, 2023

BUY
$379.5 - $416.78 $1.31 Million - $1.44 Million
3,461 Added 137.78%
5,973 $2.45 Million
Q4 2022

Feb 13, 2023

BUY
$357.63 - $407.42 $400,545 - $456,310
1,120 Added 80.46%
2,512 $960,000
Q3 2022

Nov 10, 2022

SELL
$357.18 - $429.7 $3,571 - $4,297
-10 Reduced 0.71%
1,392 $497,000
Q2 2022

Aug 05, 2022

BUY
$365.86 - $456.8 $81,586 - $101,866
223 Added 18.91%
1,402 $529,000
Q4 2021

Feb 04, 2022

BUY
$428.64 - $477.48 $30,004 - $33,423
70 Added 6.31%
1,179 $560,000
Q3 2021

Nov 03, 2021

BUY
$424.97 - $453.19 $5,099 - $5,438
12 Added 1.09%
1,109 $476,000
Q2 2021

Aug 09, 2021

BUY
$400.61 - $428.06 $2,403 - $2,568
6 Added 0.55%
1,097 $470,000
Q1 2021

May 13, 2021

BUY
$368.79 - $397.26 $45,729 - $49,260
124 Added 12.82%
1,091 $432,000
Q4 2020

Feb 09, 2021

BUY
$326.54 - $373.88 $9,796 - $11,216
30 Added 3.2%
967 $362,000
Q3 2020

Nov 12, 2020

BUY
$310.52 - $357.7 $2,173 - $2,503
7 Added 0.75%
937 $332,000
Q2 2020

Aug 11, 2020

BUY
$246.15 - $323.2 $7,138 - $9,372
29 Added 3.22%
930 $287,000
Q1 2020

May 12, 2020

BUY
$222.95 - $338.34 $200,877 - $304,844
901 New
901 $232,000

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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