Goal Vest Advisory LLC Spdr S&P 500 ETF Trust Transaction History

Goal Vest Advisory LLC

  • $352 Million
  • Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Goal Vest Advisory LLC holds 1,368 shares of SPY stock, worth $834,069. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,368
Previous 1,486 7.94%
Holding current value
$834,069
Previous $852,000 5.99%
% of portfolio
0.23%
Previous 0.26%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$567.81 - $607.81 $67,001 - $71,721
-118 Reduced 7.94%
1,368 $801,000
Q3 2024

Nov 06, 2024
SELL
$517.38 - $573.86 $21,212 - $23,528
-41 Reduced 2.69%
1,486 $852,000
Q2 2024

Jul 30, 2024
SELL
$495.16 - $548.49 $9,903 - $10,969
-20 Reduced 1.29%
1,527 $831,000
Q1 2024

Apr 15, 2024
SELL
$467.28 - $523.17 $29,905 - $33,482
-64 Reduced 3.97%
1,547 $809,000
Q4 2023

Jan 02, 2024
BUY
$410.68 - $476.69 $120,329 - $139,670
293 Added 22.23%
1,611 $765,000
Q3 2023

Oct 10, 2023
BUY
$425.88 - $457.79 $21,719 - $23,347
51 Added 4.03%
1,318 $563,000
Q2 2023

Jul 17, 2023
BUY
$404.36 - $443.28 $181,962 - $199,476
450 Added 55.08%
1,267 $561,000
Q1 2023

Apr 03, 2023
BUY
$379.5 - $416.78 $63,376 - $69,602
167 Added 25.69%
817 $334,000
Q3 2022

Oct 11, 2022
BUY
$357.18 - $429.7 $232,167 - $279,305
650 New
650 $232,000
Q1 2022

May 03, 2022
SELL
$416.25 - $477.71 $8,325 - $9,554
-20 Closed
0 $0
Q2 2021

Sep 01, 2021
BUY
$400.61 - $428.06 $8,012 - $8,561
20 New
20 $9,000
Q1 2021

May 13, 2021
SELL
$368.79 - $397.26 $108,424 - $116,794
-294 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$326.54 - $373.88 $96,002 - $109,920
294 New
294 $110,000

Others Institutions Holding SPY

# of Institutions
4,930
Shares Held
604M
Call Options Held
310M
Put Options Held
670M
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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