A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 547 shares of SPY stock, worth $323,359. This represents 0.11% of its overall portfolio holdings.

Number of Shares
547
Previous 643 14.93%
Holding current value
$323,359
Previous $349,000 10.32%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Nov 14, 2024

SELL
$517.38 - $573.86 $49,668 - $55,090
-96 Reduced 14.93%
547 $313,000
Q3 2023

Nov 09, 2023

SELL
$425.88 - $457.79 $174,610 - $187,693
-410 Reduced 38.94%
643 $274,000
Q1 2023

May 08, 2023

SELL
$379.5 - $416.78 $6,451 - $7,085
-17 Reduced 1.59%
1,053 $431,000
Q4 2022

Feb 14, 2023

SELL
$357.63 - $407.42 $31,113 - $35,445
-87 Reduced 7.52%
1,070 $409,000
Q4 2020

Feb 04, 2021

BUY
$326.54 - $373.88 $377,806 - $432,579
1,157 New
1,157 $433,000

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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