Uptown Financial Advisors LLC Spdr S&P 500 ETF Trust Transaction History

Uptown Financial Advisors LLC

  • $121 Billion
  • Q3 2025

A detailed history of Uptown Financial Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 3,614 shares of SPY stock, worth $2.39 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
3,614
Previous 3,608 0.17%
Holding current value
$2.39 Million
Previous $2.23 Billion 8.0%
% of portfolio
1.98%
Previous 1.91%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$617.65 - $666.84 $3,705 - $4,001
6 Added 0.17%
3,614 $2.41 Billion
Q2 2025

Jul 10, 2025
SELL
$496.48 - $617.85 $72,982 - $90,823
-147 Reduced 3.91%
3,608 $2.23 Billion
Q1 2025

May 06, 2025
BUY
$551.42 - $612.93 $116,349 - $129,328
211 Added 5.95%
3,755 $2.1 Billion
Q4 2024

Apr 29, 2025
BUY
$567.81 - $607.81 $2.01 Million - $2.15 Million
3,544 New
3,544 $2.08 Billion

Others Institutions Holding SPY

# of Institutions
5,208
Shares Held
630M
Call Options Held
380M
Put Options Held
724M
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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