A detailed history of Stegner Investment Associates Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Stegner Investment Associates Inc. holds 969 shares of SPY stock, worth $538,589. This represents 0.37% of its overall portfolio holdings.

Number of Shares
969
Previous 967 0.21%
Holding current value
$538,589
Previous $459,000 10.24%
% of portfolio
0.37%
Previous 0.36%

Shares

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

Apr 22, 2024

BUY
$467.28 - $523.17 $934 - $1,046
2 Added 0.21%
969 $506,000
Q4 2023

Feb 08, 2024

BUY
$410.68 - $476.69 $410 - $476
1 Added 0.1%
967 $459,000
Q3 2023

Oct 18, 2023

BUY
$425.88 - $457.79 $851 - $915
2 Added 0.21%
966 $412,000
Q2 2023

Jul 19, 2023

BUY
$404.36 - $443.28 $404 - $443
1 Added 0.1%
964 $427,000
Q1 2023

Apr 24, 2023

BUY
$379.5 - $416.78 $759 - $833
2 Added 0.21%
963 $394,000
Q4 2022

Feb 06, 2023

SELL
$357.63 - $407.42 $42,200 - $48,075
-118 Reduced 10.94%
961 $367,000
Q3 2022

Nov 01, 2022

SELL
$357.18 - $429.7 $270,385 - $325,282
-757 Reduced 41.23%
1,079 $395,000
Q2 2022

Jul 22, 2022

BUY
$365.86 - $456.8 $157,319 - $196,424
430 Added 30.58%
1,836 $693,000
Q4 2021

Feb 09, 2022

SELL
$428.64 - $477.48 $2,571 - $2,864
-6 Reduced 0.42%
1,406 $668,000
Q2 2021

Apr 19, 2022

BUY
$400.61 - $428.06 $154,635 - $165,231
386 Added 37.62%
1,412 $604,000
Q1 2021

Apr 19, 2022

BUY
$368.79 - $397.26 $46,098 - $49,657
125 Added 13.87%
1,026 $407,000
Q4 2020

Apr 19, 2022

SELL
$326.54 - $373.88 $14,041 - $16,076
-43 Reduced 4.56%
901 $337,000
Q3 2020

Apr 18, 2022

BUY
$310.52 - $357.7 $293,130 - $337,668
944 New
944 $316,000

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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