Waterford Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Waterford Advisors, LLC

  • $196 Million
  • Q3 2024

A detailed history of Waterford Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Waterford Advisors, LLC holds 914 shares of SPY stock, worth $543,839. This represents 0.27% of its overall portfolio holdings.

Number of Shares
914
Previous 914 -0.0%
Holding current value
$543,839
Previous $497,000 5.43%
% of portfolio
0.27%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
SELL
$404.36 - $443.28 $94,620 - $103,727
-234 Reduced 20.38%
914 $405,000
Q4 2022

Feb 14, 2023
BUY
$357.63 - $407.42 $410,559 - $467,718
1,148 New
1,148 $439,000

Others Institutions Holding SPY

# of Institutions
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
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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