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

Tru Wealth Advisors, LLC

  • $1.61 Billion
  • Q3 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 7,929 shares of SPY stock, worth $4.65 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
7,929
Previous 8,159 2.82%
Holding current value
$4.65 Million
Previous $4.44 Million 2.48%
% of portfolio
0.28%
Previous 0.3%

Shares

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

Oct 16, 2024
SELL
$517.38 - $573.86 $118,997 - $131,987
-230 Reduced 2.82%
7,929 $4.55 Million
Q2 2024

Jul 16, 2024
SELL
$495.16 - $548.49 $3,466 - $3,839
-7 Reduced 0.09%
8,159 $4.44 Million
Q1 2024

Apr 15, 2024
SELL
$467.28 - $523.17 $14,485 - $16,218
-31 Reduced 0.38%
8,166 $4.27 Million
Q4 2023

Jan 10, 2024
SELL
$410.68 - $476.69 $12,731 - $14,777
-31 Reduced 0.38%
8,197 $3.9 Million
Q3 2023

Oct 10, 2023
BUY
$425.88 - $457.79 $19,590 - $21,058
46 Added 0.56%
8,228 $3.52 Million
Q2 2023

Aug 04, 2023
SELL
$404.36 - $443.28 $75,615 - $82,893
-187 Reduced 2.23%
8,182 $3.63 Million
Q1 2023

Apr 25, 2023
BUY
$379.5 - $416.78 $10,246 - $11,253
27 Added 0.32%
8,369 $3.43 Million
Q4 2022

Jan 27, 2023
SELL
$357.63 - $407.42 $13,232 - $15,074
-37 Reduced 0.44%
8,342 $0
Q3 2022

Oct 24, 2022
BUY
$357.18 - $429.7 $76,079 - $91,526
213 Added 2.61%
8,379 $2.99 Million
Q2 2022

Jul 22, 2022
BUY
$365.86 - $456.8 $49,756 - $62,124
136 Added 1.69%
8,166 $3.08 Million
Q1 2022

Apr 27, 2022
BUY
$416.25 - $477.71 $42,041 - $48,248
101 Added 1.27%
8,030 $3.63 Million
Q4 2021

Jan 19, 2022
SELL
$428.64 - $477.48 $123,448 - $137,514
-288 Reduced 3.5%
7,929 $3.77 Million
Q3 2021

Oct 29, 2021
SELL
$424.97 - $453.19 $26,348 - $28,097
-62 Reduced 0.75%
8,217 $3.53 Million
Q2 2021

Jul 29, 2021
SELL
$400.61 - $428.06 $36,455 - $38,953
-91 Reduced 1.09%
8,279 $3.54 Million
Q1 2021

May 10, 2021
SELL
$368.79 - $397.26 $105,473 - $113,616
-286 Reduced 3.3%
8,370 $3.32 Million
Q4 2020

Jan 26, 2021
BUY
$326.54 - $373.88 $2.83 Million - $3.24 Million
8,656 New
8,656 $3.24 Million

Others Institutions Holding SPY

# of Institutions
4,552
Shares Held
593M
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
Track This Portfolio

Track Tru Wealth Advisors, LLC Portfolio

Follow Tru Wealth Advisors, LLC 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 Tru Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tru Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email