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

Tandem Wealth Advisors LLC

$190 Million
Q4 2024

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 23,627 shares of SPY stock, worth $14.4 Million. This represents 7.27% of its overall portfolio holdings.

Number of Shares

23,627

Previous 20,368 16.0%

Holding current value

$14.4 Million

Previous $11.7 Million 18.47%

% of portfolio

7.27%

Previous 5.95%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,979

Shares Held

598M

Call Options Held

370M

Put Options Held

676M

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