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

Tandem Wealth Advisors LLC

  • $196 Million
  • Q2 2025

A detailed history of Tandem Wealth Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 27,238 shares of SPY stock, worth $18.2 Million. This represents 8.6% of its overall portfolio holdings.

Number of Shares
27,238
Previous 23,051 18.16%
Holding current value
$18.2 Million
Previous $12.9 Million 30.51%
% of portfolio
8.6%
Previous 6.93%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$496.48 - $617.85 $2.08 Million - $2.59 Million
4,187 Added 18.16%
27,238 $16.8 Million
Q1 2025

May 14, 2025
SELL
$551.42 - $612.93 $317,617 - $353,047
-576 Reduced 2.44%
23,051 $12.9 Million
Q4 2024

Feb 13, 2025
BUY
$567.81 - $607.81 $1.85 Million - $1.98 Million
3,259 Added 16.0%
23,627 $13.8 Million
Q3 2024

Nov 13, 2024
SELL
$517.38 - $573.86 $109,167 - $121,084
-211 Reduced 1.03%
20,368 $11.7 Million
Q2 2024

Aug 08, 2024
SELL
$495.16 - $548.49 $23,767 - $26,327
-48 Reduced 0.23%
20,579 $11.2 Million
Q1 2024

May 09, 2024
SELL
$467.28 - $523.17 $63,082 - $70,627
-135 Reduced 0.65%
20,627 $10.8 Million
Q4 2023

Jan 17, 2024
SELL
$410.68 - $476.69 $468,996 - $544,379
-1,142 Reduced 5.21%
20,762 $9.87 Million
Q3 2023

Oct 27, 2023
BUY
$425.88 - $457.79 $155,872 - $167,551
366 Added 1.7%
21,904 $9.36 Million
Q2 2023

Aug 16, 2023
SELL
$404.36 - $443.28 $133,843 - $146,725
-331 Reduced 1.51%
21,538 $9.54 Billion
Q1 2023

Jul 07, 2023
BUY
$379.5 - $416.78 $268,306 - $294,663
707 Added 3.34%
21,869 $8.95 Billion
Q4 2022

Feb 23, 2023
BUY
$357.63 - $407.42 $7.57 Million - $8.62 Million
21,162 New
21,162 $8.09 Billion

Others Institutions Holding SPY

# of Institutions
5,190
Shares Held
643M
Call Options Held
380M
Put Options Held
723M
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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