A detailed history of Francis Financial, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Francis Financial, Inc. holds 2,241 shares of SPY stock, worth $1.35 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
2,241
Previous 2,237 0.18%
Holding current value
$1.35 Million
Previous $1.22 Million 5.67%
% of portfolio
0.37%
Previous 0.4%

Shares

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

Nov 01, 2024

BUY
$517.38 - $573.86 $2,069 - $2,295
4 Added 0.18%
2,241 $1.29 Million
Q1 2024

Apr 17, 2024

SELL
$467.28 - $523.17 $18,691 - $20,926
-40 Reduced 1.76%
2,237 $1.17 Million
Q3 2023

Oct 24, 2023

BUY
$425.88 - $457.79 $198,460 - $213,330
466 Added 25.73%
2,277 $973,000
Q4 2022

Feb 07, 2023

BUY
$357.63 - $407.42 $647,667 - $737,837
1,811 New
1,811 $692,000

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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