Souders Financial Advisors Spdr S&P 500 ETF Trust Transaction History

Souders Financial Advisors

$639 Million
Q2 2024

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 1,625 shares of SPY stock, worth $931,092. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,625

Previous 1,603 1.37%

Holding current value

$931,092

Previous $838,000 5.49%

% of portfolio

0.14%

Previous 0.14%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# 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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Souders Financial Advisors Spdr S&P 500 ETF Trust Transaction History