Financial Synergies Wealth Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History

Financial Synergies Wealth Advisors, Inc.

$988 Billion
Q3 2025

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 5,191 shares of SPY stock, worth $3.46 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

5,191

Previous 5,157 0.66%

Holding current value

$3.46 Million

Previous $3.19 Billion 8.54%

% of portfolio

0.35%

Previous 0.35%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$617.65 - $666.84 $21,000 - $22,672	34 Added 0.66%	5,191 $3.46 Billion
Q2 2025 Jul 29, 2025	SELL	$496.48 - $617.85 $39,718 - $49,428	-80 Reduced 1.53%	5,157 $3.19 Billion
Q1 2025 Apr 30, 2025	BUY	$551.42 - $612.93 $155,500 - $172,846	282 Added 5.69%	5,237 $2.93 Billion
Q4 2024 Jan 27, 2025	BUY	$567.81 - $607.81 $95,392 - $102,112	168 Added 3.51%	4,955 $2.9 Billion
Q3 2024 Oct 07, 2024	SELL	$517.38 - $573.86 $171,770 - $190,521	-332 Reduced 6.49%	4,787 $2.75 Billion

Q2 2024 Jul 23, 2024	BUY	$495.16 - $548.49 $514,471 - $569,881	1,039 Added 25.47%	5,119 $2.79 Billion
Q1 2024 Apr 12, 2024	SELL	$467.28 - $523.17 $791,105 - $885,726	-1,693 Reduced 29.33%	4,080 $2.13 Billion
Q4 2023 Apr 04, 2024	BUY	$410.68 - $476.69 $673,104 - $781,294	1,639 Added 39.65%	5,773 $2.21 Billion
Q3 2023 Apr 04, 2024	SELL	$425.88 - $457.79 $342,833 - $368,520	-805 Reduced 16.3%	4,134 $1.77 Billion
Q2 2023 Apr 04, 2024	SELL	$404.36 - $443.28 $300,035 - $328,913	-742 Reduced 13.06%	4,939 $2.19 Billion
Q1 2023 Apr 04, 2024	SELL	$379.5 - $416.78 $34,914 - $38,343	-92 Reduced 1.59%	5,681 $2.33 Billion
Q4 2022 Apr 04, 2024	BUY	$357.63 - $407.42 $23,603 - $26,889	66 Added 1.16%	5,773 $2.21 Billion
Q3 2022 Apr 04, 2024	SELL	$357.18 - $429.7 $287,172 - $345,478	-804 Reduced 12.35%	5,707 $2.04 Billion
Q2 2022 Apr 04, 2024	BUY	$365.86 - $456.8 $2.38 Million - $2.97 Million	6,511 New	6,511 $2.46 Billion
Q1 2022 Apr 05, 2024	BUY	$416.25 - $477.71 $119,047 - $136,625	286 Added 4.79%	6,255 $2.83 Billion
Q4 2021 Apr 05, 2024	BUY	$428.64 - $477.48 $6,429 - $7,162	15 Added 0.25%	5,969 $2.84 Billion
Q3 2021 Apr 05, 2024	SELL	$424.97 - $453.19 $86,268 - $91,997	-203 Reduced 3.3%	5,954 $2.56 Billion
Q2 2021 Apr 05, 2024	BUY	$400.61 - $428.06 $523,997 - $559,902	1,308 Added 26.97%	6,157 $2.64 Billion
Q1 2021 Apr 05, 2024	BUY	$368.79 - $397.26 $63,800 - $68,725	173 Added 3.7%	4,849 $1.92 Billion
Q4 2020 Apr 05, 2024	BUY	$326.54 - $373.88 $47,674 - $54,586	146 Added 3.22%	4,676 $1.75 Billion
Q3 2020 Apr 05, 2024	SELL	$310.52 - $357.7 $533,162 - $614,170	-1,717 Reduced 27.49%	4,530 $1.52 Billion
Q2 2020 Apr 05, 2024	SELL	$246.15 - $323.2 $33,968 - $44,601	-138 Reduced 2.16%	6,247 $1.93 Billion
Q1 2020 Apr 05, 2024	SELL	$222.95 - $338.34 $1.17 Million - $1.77 Million	-5,237 Reduced 45.06%	6,385 $1.65 Billion
Q4 2019 Apr 05, 2024	BUY	$288.06 - $322.94 $576 - $645	2 Added 0.02%	11,622 $3.74 Billion
Q3 2019 Apr 05, 2024	SELL	$283.82 - $302.01 $58,750 - $62,516	-207 Reduced 1.75%	11,620 $3.45 Billion
Q2 2019 Apr 05, 2024	BUY	$274.57 - $295.86 $129,322 - $139,350	471 Added 4.15%	11,827 $3.47 Billion
Q1 2019 Apr 05, 2024	BUY	$244.21 - $284.73 $1.36 Million - $1.59 Million	5,583 Added 96.71%	11,356 $3.21 Billion

Others Institutions Holding SPY

# of Institutions

5,296

Shares Held

557M

Call Options Held

298M

Put Options Held

700M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Financial Synergies Wealth Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History