Householder Group Estate & Retirement Specialist, LLC Spdr S&P 500 ETF Trust Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 1,220 shares of SPY stock, worth $739,856. This represents 0.53% of its overall portfolio holdings.

Number of Shares

1,220

Previous 8,362 85.41%

Holding current value

$739,856

Previous $4.8 Million 85.1%

% of portfolio

0.53%

Previous 1.4%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$567.81 - $607.81 $4.06 Million - $4.34 Million	-7,142 Reduced 85.41%	1,220 $715,000
Q3 2024 Oct 18, 2024	SELL	$517.38 - $573.86 $348,196 - $386,207	-673 Reduced 7.45%	8,362 $4.8 Million
Q2 2024 Jul 17, 2024	BUY	$495.16 - $548.49 $385,729 - $427,273	779 Added 9.44%	9,035 $4.92 Million
Q1 2024 May 03, 2024	BUY	$467.28 - $523.17 $239,247 - $267,863	512 Added 6.61%	8,256 $4.32 Million
Q4 2023 Jan 23, 2024	SELL	$410.68 - $476.69 $406,162 - $471,446	-989 Reduced 11.32%	7,744 $3.68 Million
Q3 2023 Oct 10, 2023	BUY	$425.88 - $457.79 $1.26 Million - $1.35 Million	2,953 Added 51.09%	8,733 $3.73 Million
Q1 2023 Apr 13, 2023	BUY	$379.5 - $416.78 $2.19 Million - $2.41 Million	5,780 New	5,780 $2.37 Million
Q3 2022 Oct 11, 2022	BUY	$357.18 - $429.7 $256,455 - $308,524	718 Added 13.78%	5,929 $2.12 Million
Q2 2022 Jul 18, 2022	SELL	$365.86 - $456.8 $732,817 - $914,970	-2,003 Reduced 27.77%	5,211 $1.97 Million
Q1 2022 Apr 18, 2022	BUY	$416.25 - $477.71 $155,261 - $178,185	373 Added 5.45%	7,214 $3.26 Million
Q4 2021 Apr 12, 2022	BUY	$428.64 - $477.48 $2.93 Million - $3.27 Million	6,841 New	6,841 $3.25 Million

Others Institutions Holding SPY

# of Institutions

4,602

Shares Held

577M

Call Options Held

285M

Put Options Held

655M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.

Account

Householder Group Estate & Retirement Specialist, LLC Spdr S&P 500 ETF Trust Transaction History