Yhb Investment Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History

Yhb Investment Advisors, Inc.

$1.2 Billion
Q4 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 30,365 shares of SPY stock, worth $18.4 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

30,365

Previous 29,299 3.64%

Holding current value

$18.4 Million

Previous $16.8 Million 5.85%

% of portfolio

1.49%

Previous 1.42%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$567.81 - $607.81 $605,285 - $647,925	1,066 Added 3.64%	30,365 $17.8 Million
Q3 2024 Oct 22, 2024	SELL	$517.38 - $573.86 $149,005 - $165,271	-288 Reduced 0.97%	29,299 $16.8 Million
Q2 2024 Aug 01, 2024	BUY	$495.16 - $548.49 $43,078 - $47,718	87 Added 0.29%	29,587 $16.1 Million
Q1 2024 Aug 14, 2024	SELL	$467.28 - $523.17 $40,653 - $45,515	-87 Reduced 0.29%	29,500 $15.4 Million
Q1 2024 Apr 26, 2024	SELL	$467.28 - $523.17 $195,790 - $219,208	-419 Reduced 1.4%	29,500 $15.4 Million
Q4 2023 Jan 29, 2024	SELL	$410.68 - $476.69 $105,544 - $122,509	-257 Reduced 0.85%	29,919 $14.2 Million
Q3 2023 Oct 23, 2023	BUY	$425.88 - $457.79 $51,531 - $55,392	121 Added 0.4%	30,176 $12.9 Million
Q2 2023 Aug 10, 2023	SELL	$404.36 - $443.28 $291,543 - $319,604	-721 Reduced 2.34%	30,055 $13.3 Million
Q1 2023 May 08, 2023	SELL	$379.5 - $416.78 $7.25 Million - $7.96 Million	-19,092 Reduced 38.29%	30,776 $12.6 Million
Q4 2022 Jan 12, 2023	BUY	$357.63 - $407.42 $9.59 Million - $10.9 Million	26,822 Added 116.38%	49,868 $0
Q3 2022 Nov 03, 2022	BUY	$357.18 - $429.7 $56,434 - $67,892	158 Added 0.69%	23,046 $8.23 Million
Q2 2022 Jul 14, 2022	SELL	$365.86 - $456.8 $35,854 - $44,766	-98 Reduced 0.43%	22,888 $8.63 Million
Q1 2022 Apr 14, 2022	SELL	$416.25 - $477.71 $291,791 - $334,874	-701 Reduced 2.96%	22,986 $10.4 Million
Q4 2021 Jan 18, 2022	SELL	$428.64 - $477.48 $1 Million - $1.12 Million	-2,342 Reduced 9.0%	23,687 $11.3 Million
Q3 2021 Oct 28, 2021	BUY	$424.97 - $453.19 $86,268 - $91,997	203 Added 0.79%	26,029 $11.2 Million
Q2 2021 Jul 15, 2021	SELL	$400.61 - $428.06 $122,186 - $130,558	-305 Reduced 1.17%	25,826 $11.1 Million
Q1 2021 Apr 22, 2021	BUY	$368.79 - $397.26 $50,893 - $54,821	138 Added 0.53%	26,131 $10.9 Million
Q4 2020 Jan 21, 2021	BUY	$326.54 - $373.88 $300,743 - $344,343	921 Added 3.67%	25,993 $9.72 Million
Q3 2020 Nov 02, 2020	BUY	$310.52 - $357.7 $7.79 Million - $8.97 Million	25,072 New	25,072 $8.4 Million

Others Institutions Holding SPY

# of Institutions

4,656

Shares Held

579M

Call Options Held

285M

Put Options Held

684M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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Yhb Investment Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History