Sterling Investment Advisors, Ltd. Spdr S&P 500 ETF Trust Transaction History

Sterling Investment Advisors, Ltd.

$457 Million
Q3 2025

A detailed history of Sterling Investment Advisors, Ltd. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 3,358 shares of SPY stock, worth $2.24 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

3,358

Previous 3,408 1.47%

Holding current value

$2.24 Million

Previous $2.11 Million 6.27%

% of portfolio

0.49%

Previous 0.49%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$617.65 - $666.84 $30,882 - $33,342	-50 Reduced 1.47%	3,358 $2.24 Million
Q2 2025 Jul 17, 2025	BUY	$496.48 - $617.85 $51,137 - $63,638	103 Added 3.12%	3,408 $2.11 Million
Q1 2025 May 07, 2025	SELL	$551.42 - $612.93 $6,617 - $7,355	-12 Reduced 0.36%	3,305 $1.85 Million
Q4 2024 Feb 04, 2025	SELL	$567.81 - $607.81 $44,856 - $48,016	-79 Reduced 2.33%	3,317 $1.94 Million
Q3 2024 Oct 24, 2024	SELL	$517.38 - $573.86 $35,181 - $39,022	-68 Reduced 1.96%	3,396 $1.95 Million
Q2 2024 Aug 05, 2024	BUY	$495.16 - $548.49 $11,883 - $13,163	24 Added 0.7%	3,464 $1.89 Million
Q1 2024 Apr 30, 2024	BUY	$467.28 - $523.17 $467 - $523	1 Added 0.03%	3,440 $1.8 Million
Q4 2023 Feb 08, 2024	BUY	$410.68 - $476.69 $16,016 - $18,590	39 Added 1.15%	3,439 $1.63 Million
Q3 2023 Nov 06, 2023	SELL	$425.88 - $457.79 $15,331 - $16,480	-36 Reduced 1.05%	3,400 $1.45 Million
Q2 2023 Aug 03, 2023	BUY	$404.36 - $443.28 $17,387 - $19,061	43 Added 1.27%	3,436 $1.52 Million
Q1 2023 Apr 25, 2023	BUY	$379.5 - $416.78 $23,908 - $26,257	63 Added 1.89%	3,393 $1.39 Million
Q4 2022 Feb 06, 2023	BUY	$357.63 - $407.42 $2,503 - $2,851	7 Added 0.21%	3,330 $1.27 Million
Q3 2022 Nov 03, 2022	BUY	$357.18 - $429.7 $357 - $429	1 Added 0.03%	3,323 $1.19 Million
Q2 2022 Aug 05, 2022	BUY	$365.86 - $456.8 $40,976 - $51,161	112 Added 3.49%	3,322 $1.25 Million
Q1 2022 May 03, 2022	SELL	$416.25 - $477.71 $145,271 - $166,720	-349 Reduced 9.81%	3,210 $1.45 Million
Q4 2021 Feb 02, 2022	SELL	$428.64 - $477.48 $97,729 - $108,865	-228 Reduced 6.02%	3,559 $1.69 Million
Q3 2021 Nov 09, 2021	SELL	$424.97 - $453.19 $39,522 - $42,146	-93 Reduced 2.4%	3,787 $1.63 Million
Q2 2021 Jul 29, 2021	SELL	$400.61 - $428.06 $152,231 - $162,662	-380 Reduced 8.92%	3,880 $1.66 Million
Q1 2021 May 04, 2021	BUY	$368.79 - $397.26 $435,172 - $468,766	1,180 Added 38.31%	4,260 $1.69 Million
Q4 2020 Jan 21, 2021	SELL	$326.54 - $373.88 $46,042 - $52,717	-141 Reduced 4.38%	3,080 $1.15 Million
Q3 2020 Oct 26, 2020	SELL	$310.52 - $357.7 $54,341 - $62,597	-175 Reduced 5.15%	3,221 $1.08 Million
Q2 2020 Jul 24, 2020	SELL	$246.15 - $323.2 $49,230 - $64,640	-200 Reduced 5.56%	3,396 $1.05 Million
Q1 2020 Apr 30, 2020	BUY	$222.95 - $338.34 $50,163 - $76,126	225 Added 6.67%	3,596 $926,000
Q3 2019 Oct 15, 2019	BUY	$283.82 - $302.01 $248,342 - $264,258	875 Added 35.06%	3,371 $1 Million
Q1 2019 May 01, 2019	SELL	$244.21 - $284.73 $68,378 - $79,724	-280 Reduced 10.09%	2,496 $705,000
Q4 2018 Jan 18, 2019	SELL	$234.34 - $291.73 $11,717 - $14,586	-50 Reduced 1.77%	2,776 $693,000
Q3 2018 Nov 09, 2018	SELL	$270.9 - $293.58 $30,882 - $33,468	-114 Reduced 3.88%	2,826 $822,000
Q2 2018 Jul 26, 2018	SELL	$257.47 - $278.92 $15,963 - $17,293	-62 Reduced 2.07%	2,940 $797,000
Q1 2018 Apr 23, 2018	SELL	$257.63 - $286.58 $11,850 - $13,182	-46 Reduced 1.51%	3,002 $790,000
Q3 2017 Nov 03, 2017	SELL	$242.71 - $251.23 $79,123 - $81,900	-326 Reduced 9.66%	3,048 $766,000
Q2 2017 Aug 09, 2017	BUY	N/A	3,374	3,374 $816,000

Others Institutions Holding SPY

# of Institutions

5,281

Shares Held

557M

Call Options Held

343M

Put Options Held

765M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Investment Advisors, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Investment Advisors, Ltd. with notifications on news.

Account

Sterling Investment Advisors, Ltd. Spdr S&P 500 ETF Trust Transaction History