Valley Forge Investment Consultants Inc Adv Spdr S&P 500 ETF Trust Transaction History

Valley Forge Investment Consultants Inc Adv

  • $264 Million
  • Q2 2024

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 643 shares of SPY stock, worth $367,455. This represents 0.13% of its overall portfolio holdings.

Number of Shares
643
Previous 643 -0.0%
Holding current value
$367,455
Previous $336,000 3.87%
% of portfolio
0.13%
Previous 0.13%

Shares

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

# of Institutions
4,431
Shares Held
557M
Call Options Held
275M
Put Options Held
402M
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 Valley Forge Investment Consultants Inc Adv Portfolio

Follow Valley Forge Investment Consultants Inc Adv 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 Valley Forge Investment Consultants Inc Adv, based on Form 13F filings with the SEC.

News

Stay updated on Valley Forge Investment Consultants Inc Adv with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email