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

Tru Wealth Advisors, LLC

$1.7 Billion
Q2 2025

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 7,911 shares of SPY stock, worth $5.02 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

7,911

Previous 7,830 1.03%

Holding current value

$5.02 Million

Previous $4.38 Million 11.58%

% of portfolio

0.29%

Previous 0.28%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$496.48 - $617.85 $40,214 - $50,045	81 Added 1.03%	7,911 $4.89 Million
Q1 2025 Apr 10, 2025	SELL	$551.42 - $612.93 $30,328 - $33,711	-55 Reduced 0.7%	7,830 $4.38 Million
Q4 2024 Jan 15, 2025	SELL	$567.81 - $607.81 $24,983 - $26,743	-44 Reduced 0.55%	7,885 $4.62 Million
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

5,118

Shares Held

595M

Call Options Held

389M

Put Options Held

675M

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