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

Us Financial Advisors, LLC

  • $320 Million
  • Q3 2024

A detailed history of Us Financial Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Us Financial Advisors, LLC holds 20,036 shares of SPY stock, worth $12 Million. This represents 3.6% of its overall portfolio holdings.

Number of Shares
20,036
Previous 19,616 2.14%
Holding current value
$12 Million
Previous $10.7 Million 7.7%
% of portfolio
3.6%
Previous 3.58%

Shares

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

Oct 31, 2024
BUY
$517.38 - $573.86 $217,299 - $241,021
420 Added 2.14%
20,036 $11.5 Million
Q2 2024

Aug 01, 2024
SELL
$495.16 - $548.49 $466,440 - $516,677
-942 Reduced 4.58%
19,616 $10.7 Million
Q1 2024

May 13, 2024
SELL
$467.28 - $523.17 $67,755 - $75,859
-145 Reduced 0.7%
20,558 $10.8 Million
Q4 2023

Feb 07, 2024
SELL
$410.68 - $476.69 $83,778 - $97,244
-204 Reduced 0.98%
20,703 $9.84 Million
Q3 2023

Nov 09, 2023
BUY
$425.88 - $457.79 $12,350 - $13,275
29 Added 0.14%
20,907 $8.94 Million
Q2 2023

Aug 09, 2023
SELL
$404.36 - $443.28 $62,675 - $68,708
-155 Reduced 0.74%
20,878 $9.25 Million
Q1 2023

May 04, 2023
BUY
$379.5 - $416.78 $232,254 - $255,069
612 Added 3.0%
21,033 $8.61 Million
Q4 2022

Jan 26, 2023
SELL
$357.63 - $407.42 $1.28 Million - $1.46 Million
-3,575 Reduced 14.9%
20,421 $0
Q3 2022

Oct 13, 2022
BUY
$357.18 - $429.7 $1.79 Million - $2.16 Million
5,016 Added 26.43%
23,996 $8.57 Million
Q2 2022

Aug 15, 2022
SELL
$365.86 - $456.8 $305,858 - $381,884
-836 Reduced 4.22%
18,980 $7.16 Million
Q1 2022

May 13, 2022
BUY
$416.25 - $477.71 $338,411 - $388,378
813 Added 4.28%
19,816 $8.95 Million
Q4 2021

Feb 14, 2022
SELL
$428.64 - $477.48 $139,308 - $155,181
-325 Reduced 1.68%
19,003 $9.03 Million
Q3 2021

Oct 26, 2021
SELL
$424.97 - $453.19 $237,133 - $252,880
-558 Reduced 2.81%
19,328 $8.29 Million
Q2 2021

Aug 10, 2021
SELL
$400.61 - $428.06 $8.45 Million - $9.03 Million
-21,089 Reduced 51.47%
19,886 $8.51 Million
Q1 2021

Apr 30, 2021
SELL
$368.79 - $397.26 $123,175 - $132,684
-334 Reduced 0.81%
40,975 $16.2 Million
Q4 2020

Feb 18, 2021
BUY
$326.54 - $373.88 $13.5 Million - $15.4 Million
41,309 New
41,309 $15.4 Million

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

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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