A detailed history of Novak & Powell Financial Services, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 10,463 shares of SPY stock, worth $6.29 Million. This represents 3.48% of its overall portfolio holdings.

Number of Shares
10,463
Previous 10,376 0.84%
Holding current value
$6.29 Million
Previous $5.65 Billion 6.31%
% of portfolio
3.48%
Previous 3.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$517.38 - $573.86 $45,012 - $49,925
87 Added 0.84%
10,463 $6 Billion
Q2 2024

Aug 15, 2024

SELL
$495.16 - $548.49 $12,379 - $13,712
-25 Reduced 0.24%
10,376 $5.65 Billion
Q1 2024

May 15, 2024

BUY
$467.28 - $523.17 $30,840 - $34,529
66 Added 0.64%
10,401 $5.44 Billion
Q4 2023

Feb 21, 2024

BUY
$410.68 - $476.69 $4.24 Million - $4.93 Million
10,335 New
10,335 $4.91 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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