Sound Financial Strategies Group, LLC Spdr S&P 500 ETF Trust Transaction History

Sound Financial Strategies Group, LLC

  • $111 Million
  • Q2 2025

A detailed history of Sound Financial Strategies Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 1,353 shares of SPY stock, worth $883,536. This represents 0.75% of its overall portfolio holdings.

Number of Shares
1,353
Previous 1,329 1.81%
Holding current value
$883,536
Previous $743,000 12.38%
% of portfolio
0.75%
Previous 0.7%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$496.48 - $617.85 $11,915 - $14,828
24 Added 1.81%
1,353 $835,000
Q1 2025

May 09, 2025
BUY
$551.42 - $612.93 $290,046 - $322,401
526 Added 65.5%
1,329 $743,000
Q4 2024

Feb 06, 2025
BUY
$567.81 - $607.81 $455,951 - $488,071
803 New
803 $470,000

Others Institutions Holding SPY

# of Institutions
5,193
Shares Held
643M
Call Options Held
380M
Put Options Held
724M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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