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

West Hill Financial Advisors, Inc.

$445 Million
Q3 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 $471,528. This represents 0.1% of its overall portfolio holdings.

Number of Shares

805

Previous 805 -0.0%

Holding current value

$471,528

Previous $438,000 5.25%

% of portfolio

0.1%

Previous 0.11%

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

4,544

Shares Held

592M

Call Options Held

285M

Put Options Held

653M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of West Hill Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on West Hill Financial Advisors, Inc. with notifications on news.

Account

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