Thomas J. Herzfeld Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History

Thomas J. Herzfeld Advisors, Inc.

  • $294 Billion
  • Q1 2025

A detailed history of Thomas J. Herzfeld Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Thomas J. Herzfeld Advisors, Inc. holds 390 shares of SPY stock, worth $235,201. This represents 0.07% of its overall portfolio holdings.

Number of Shares
390
Previous 390 -0.0%
Holding current value
$235,201
Previous $229 Million 4.55%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023
BUY
$425.88 - $457.79 $166,093 - $178,538
390 New
390 $167 Million
Q2 2022

Aug 10, 2022
BUY
$365.86 - $456.8 $62,196 - $77,656
170 Added 77.27%
390 $147,000
Q4 2018

Feb 14, 2019
BUY
$234.34 - $291.73 $51,554 - $64,180
220 New
220 $55,000

Others Institutions Holding SPY

# of Institutions
5,068
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
Track This Portfolio

Track Thomas J. Herzfeld Advisors, Inc. Portfolio

Follow Thomas J. Herzfeld Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Thomas J. Herzfeld Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Thomas J. Herzfeld Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email