Strategic Financial Concepts, LLC Spdr S&P 500 ETF Trust Transaction History

Strategic Financial Concepts, LLC

  • $415 Billion
  • Q1 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 5,743 shares of SPY stock, worth $3.19 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
5,743
Previous 1,237 364.27%
Holding current value
$3.19 Million
Previous $588 Million 410.87%
% of portfolio
0.72%
Previous 0.35%

Shares

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

Apr 22, 2024
BUY
$467.28 - $523.17 $2.11 Million - $2.36 Million
4,506 Added 364.27%
5,743 $3 Billion
Q4 2023

Jan 18, 2024
SELL
$410.68 - $476.69 $1.07 Million - $1.24 Million
-2,601 Reduced 67.77%
1,237 $588 Million
Q3 2023

Nov 07, 2023
BUY
$425.88 - $457.79 $220,179 - $236,677
517 Added 15.57%
3,838 $1.64 Billion
Q2 2023

Sep 06, 2023
BUY
$404.36 - $443.28 $13,343 - $14,628
33 Added 1.0%
3,321 $1.47 Billion
Q1 2023

Sep 06, 2023
BUY
$379.5 - $416.78 $1.25 Million - $1.37 Million
3,288 New
3,288 $1.35 Billion

Others Institutions Holding SPY

# of Institutions
4,335
Shares Held
584M
Call Options Held
250M
Put Options Held
483M
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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