Wade Financial Advisory, Inc Spdr S&P 500 ETF Trust Transaction History

Wade Financial Advisory, Inc

$295 Million
Q4 2024

A detailed history of Wade Financial Advisory, Inc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 2,211 shares of SPY stock, worth $1.33 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

2,211

Previous 1,441 53.44%

Holding current value

$1.33 Million

Previous $826,000 56.78%

% of portfolio

0.44%

Previous 0.28%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$567.81 - $607.81 $437,213 - $468,013	770 Added 53.44%	2,211 $1.3 Million
Q1 2023 Apr 07, 2023	SELL	$379.5 - $416.78 $9,867 - $10,836	-26 Reduced 1.77%	1,441 $589,000
Q4 2022 Jan 12, 2023	BUY	$357.63 - $407.42 $13,589 - $15,481	38 Added 2.66%	1,467 $0
Q3 2022 Oct 26, 2022	SELL	$357.18 - $429.7 $357 - $429	-1 Reduced 0.07%	1,429 $510,000
Q1 2022 Apr 21, 2022	SELL	$416.25 - $477.71 $14,152 - $16,242	-34 Reduced 2.32%	1,430 $646,000
Q4 2021 Feb 08, 2022	BUY	$428.64 - $477.48 $20,574 - $22,919	48 Added 3.39%	1,464 $697,000
Q2 2021 Jul 29, 2021	BUY	$400.61 - $428.06 $185,482 - $198,191	463 Added 48.58%	1,416 $606,000
Q4 2020 Mar 10, 2021	SELL	$326.54 - $373.88 $29,388 - $33,649	-90 Reduced 8.63%	953 $356,000
Q3 2020 Nov 03, 2020	BUY	$310.52 - $357.7 $27,946 - $32,193	90 Added 9.44%	1,043 $349,000
Q4 2019 Feb 11, 2020	BUY	$288.06 - $322.94 $274,521 - $307,761	953 New	953 $307,000

Others Institutions Holding SPY

# of Institutions

4,981

Shares Held

598M

Call Options Held

370M

Put Options Held

676M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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Wade Financial Advisory, Inc Spdr S&P 500 ETF Trust Transaction History