Sweet Financial Partners, LLC Spdr S&P 500 ETF Trust Transaction History

Sweet Financial Partners, LLC

$420 Million
Q1 2024

A detailed history of Sweet Financial Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 553 shares of SPY stock, worth $300,953. This represents 0.07% of its overall portfolio holdings.

Number of Shares

553

Previous 597 7.37%

Holding current value

$300,953

Previous $283,000 2.12%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$467.28 - $523.17 $20,560 - $23,019	-44 Reduced 7.37%	553 $289,000
Q4 2023 Jan 12, 2024	BUY	$410.68 - $476.69 $5,749 - $6,673	14 Added 2.4%	597 $283,000
Q3 2023 Oct 23, 2023	BUY	$425.88 - $457.79 $1,703 - $1,831	4 Added 0.69%	583 $249,000
Q2 2023 Jul 24, 2023	BUY	$404.36 - $443.28 $7,278 - $7,979	18 Added 3.21%	579 $256,000
Q1 2023 Apr 14, 2023	BUY	$379.5 - $416.78 $212,899 - $233,813	561 New	561 $229,000

Q2 2022 Aug 03, 2022	SELL	$365.86 - $456.8 $30,732 - $38,371	-84 Reduced 12.92%	566 $214,000
Q1 2022 Apr 22, 2022	BUY	$416.25 - $477.71 $43,290 - $49,681	104 Added 19.05%	650 $294,000
Q4 2021 Feb 07, 2022	BUY	$428.64 - $477.48 $234,037 - $260,704	546 New	546 $259,000

Others Institutions Holding SPY

# of Institutions

4,334

Shares Held

584M

Call Options Held

250M

Put Options Held

483M

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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Sweet Financial Partners, LLC Spdr S&P 500 ETF Trust Transaction History