West Hill Financial Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History

West Hill Financial Advisors, Inc.

$412 Million
Q2 2024

A detailed history of West Hill Financial Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 805 shares of SPY stock, worth $460,033. This represents 0.11% of its overall portfolio holdings.

Number of Shares

805

Previous 805 -0.0%

Holding current value

$460,033

Previous $421,000 4.04%

% of portfolio

0.11%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 31, 2024	SELL	$410.68 - $476.69 $88,706 - $102,965	-216 Reduced 21.16%	805 $382,000
Q3 2023 Nov 13, 2023	BUY	$425.88 - $457.79 $173,333 - $186,320	407 Added 66.29%	1,021 $436,000
Q2 2023 Aug 10, 2023	SELL	$404.36 - $443.28 $2,021 - $2,216	-5 Reduced 0.81%	614 $272,000
Q1 2023 May 11, 2023	SELL	$379.5 - $416.78 $18,216 - $20,005	-48 Reduced 7.2%	619 $253,000
Q3 2022 Nov 14, 2022	BUY	$357.18 - $429.7 $238,239 - $286,609	667 New	667 $238,000
Q2 2022 Jul 29, 2022	SELL	$365.86 - $456.8 $183,295 - $228,856	-501 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$416.25 - $477.71 $4,578 - $5,254	11 Added 2.24%	501 $226,000
Q4 2021 Feb 14, 2022	BUY	$428.64 - $477.48 $210,033 - $233,965	490 New	490 $233,000

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

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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West Hill Financial Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History