A detailed history of Edge Financial Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Edge Financial Advisors LLC holds 17,650 shares of SPY stock, worth $11.7 Million. This represents 5.27% of its overall portfolio holdings.

Number of Shares
17,650
Previous 19,256 8.34%
Holding current value
$11.7 Million
Previous $11.9 Billion 1.16%
% of portfolio
5.27%
Previous 6.27%

Shares

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

Oct 31, 2025

SELL
$617.65 - $666.84 $991,945 - $1.07 Million
-1,606 Reduced 8.34%
17,650 $11.8 Billion
Q2 2025

Jul 23, 2025

BUY
$496.48 - $617.85 $9,433 - $11,739
19 Added 0.1%
19,256 $11.9 Billion
Q1 2025

Apr 17, 2025

SELL
$551.42 - $612.93 $126,275 - $140,360
-229 Reduced 1.18%
19,237 $10.8 Billion
Q4 2024

Jan 17, 2025

SELL
$567.81 - $607.81 $1.56 Million - $1.67 Million
-2,741 Reduced 12.34%
19,466 $11.4 Billion
Q3 2024

Oct 25, 2024

SELL
$517.38 - $573.86 $2.08 Million - $2.31 Million
-4,018 Reduced 15.32%
22,207 $12.7 Billion
Q1 2024

Apr 19, 2024

BUY
$467.28 - $523.17 $12.3 Million - $13.7 Million
26,225 New
26,225 $13.7 Billion

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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