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 $1.27 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,108

Previous 2,062 2.23%

Holding current value

$1.27 Million

Previous $1.12 Million 7.75%

% of portfolio

0.1%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,553

Shares Held

593M

Call Options Held

285M

Put Options Held

653M

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