Yardley Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History

Yardley Wealth Management LLC

  • $164 Million
  • Q3 2025

A detailed history of Yardley Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Yardley Wealth Management LLC holds 4,208 shares of SPY stock, worth $2.8 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
4,208
Previous 4,016 4.78%
Holding current value
$2.8 Million
Previous $2.48 Million 12.98%
% of portfolio
1.71%
Previous 1.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$617.65 - $666.84 $118,588 - $128,033
192 Added 4.78%
4,208 $2.8 Million
Q2 2025

Jul 22, 2025
SELL
$496.48 - $617.85 $34,753 - $43,249
-70 Reduced 1.71%
4,016 $2.48 Million
Q1 2025

Apr 25, 2025
SELL
$551.42 - $612.93 $2.43 Million - $2.71 Million
-4,415 Reduced 51.94%
4,086 $2.29 Million
Q4 2024

Feb 10, 2025
BUY
$567.81 - $607.81 $2.25 Million - $2.41 Million
3,960 Added 87.21%
8,501 $4.94 Million
Q3 2024

Nov 08, 2024
BUY
$517.38 - $573.86 $2.35 Million - $2.61 Million
4,541 New
4,541 $2.61 Million

Others Institutions Holding SPY

# of Institutions
5,286
Shares Held
557M
Call Options Held
343M
Put Options Held
765M
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
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