Talisman Wealth Advisors LLC Spdr S&P 500 ETF Trust Transaction History

Talisman Wealth Advisors LLC

  • $97.5 Million
  • Q1 2025

A detailed history of Talisman Wealth Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 429 shares of SPY stock, worth $252,136. This represents 0.25% of its overall portfolio holdings.

Number of Shares
429
Previous 467 8.14%
Holding current value
$252,136
Previous $267,000 10.49%
% of portfolio
0.25%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$551.42 - $612.93 $20,953 - $23,291
-38 Reduced 8.14%
429 $239,000
Q3 2024

Nov 14, 2024
SELL
$517.38 - $573.86 $5,173 - $5,738
-10 Reduced 2.1%
467 $267,000
Q2 2024

Aug 14, 2024
BUY
$495.16 - $548.49 $236,191 - $261,629
477 New
477 $259,000

Others Institutions Holding SPY

# of Institutions
5,065
Shares Held
584M
Call Options Held
390M
Put Options Held
668M
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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