True Link Financial Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

True Link Financial Advisors, LLC

  • $1.18 Billion
  • Q3 2024

A detailed history of True Link Financial Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 2,108 shares of SPY stock, worth $1.26 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,108
Previous 2,062 2.23%
Holding current value
$1.26 Million
Previous $1.12 Million 7.75%
% of portfolio
0.1%
Previous 0.1%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$517.38 - $573.86 $23,799 - $26,397
46 Added 2.23%
2,108 $1.21 Million
Q2 2024

Jul 12, 2024
SELL
$495.16 - $548.49 $75,759 - $83,918
-153 Reduced 6.91%
2,062 $1.12 Million
Q1 2024

Apr 19, 2024
SELL
$467.28 - $523.17 $63,550 - $71,151
-136 Reduced 5.78%
2,215 $1.16 Million
Q4 2023

Jan 19, 2024
BUY
$410.68 - $476.69 $18,891 - $21,927
46 Added 2.0%
2,351 $1.12 Million
Q3 2023

Oct 30, 2023
SELL
$425.88 - $457.79 $2,129 - $2,288
-5 Reduced 0.22%
2,305 $985,000
Q2 2023

Jul 20, 2023
BUY
$404.36 - $443.28 $57,823 - $63,389
143 Added 6.6%
2,310 $1.02 Million
Q1 2023

May 05, 2023
BUY
$379.5 - $416.78 $307,774 - $338,008
811 Added 59.81%
2,167 $887,000
Q3 2022

Nov 09, 2022
BUY
$357.18 - $429.7 $5,357 - $6,445
15 Added 1.12%
1,356 $484,000
Q2 2022

Aug 04, 2022
SELL
$365.86 - $456.8 $180,734 - $225,659
-494 Reduced 26.92%
1,341 $506,000
Q1 2022

May 16, 2022
BUY
$416.25 - $477.71 $763,818 - $876,597
1,835 New
1,835 $829,000
Q2 2021

Aug 19, 2021
SELL
$400.61 - $428.06 $149,828 - $160,094
-374 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$368.79 - $397.26 $62,325 - $67,136
169 Added 82.44%
374 $18,000
Q4 2020

Feb 16, 2021
BUY
$326.54 - $373.88 $66,940 - $76,645
205 New
205 $8,000

Others Institutions Holding SPY

# of Institutions
4,543
Shares Held
592M
Call Options Held
285M
Put Options Held
653M
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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