A detailed history of Independent Family Office, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Independent Family Office, LLC holds 42,152 shares of SPY stock, worth $24.5 Million. This represents 13.13% of its overall portfolio holdings.

Number of Shares
42,152
Previous 48,672 13.4%
Holding current value
$24.5 Million
Previous $25.5 Million 9.89%
% of portfolio
13.13%
Previous 13.79%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$495.16 - $548.49 $3.23 Million - $3.58 Million
-6,520 Reduced 13.4%
42,152 $22.9 Million
Q1 2024

Apr 29, 2024

BUY
$467.28 - $523.17 $1,869 - $2,092
4 Added 0.01%
48,672 $25.5 Million
Q4 2023

Jan 30, 2024

BUY
$410.68 - $476.69 $628,751 - $729,812
1,531 Added 3.25%
48,668 $23.1 Million
Q3 2023

Nov 01, 2023

BUY
$425.88 - $457.79 $405,863 - $436,273
953 Added 2.06%
47,137 $20.2 Million
Q2 2023

Jul 25, 2023

BUY
$404.36 - $443.28 $762,622 - $836,026
1,886 Added 4.26%
46,184 $20.5 Million
Q1 2023

May 04, 2023

SELL
$379.5 - $416.78 $334,719 - $367,599
-882 Reduced 1.95%
44,298 $18.1 Million
Q4 2022

Feb 09, 2023

SELL
$357.63 - $407.42 $42.5 Million - $48.4 Million
-118,709 Reduced 72.43%
45,180 $17.3 Million
Q3 2022

Nov 14, 2022

BUY
$357.18 - $429.7 $43.8 Million - $52.7 Million
122,605 Added 296.98%
163,889 $58.5 Million
Q2 2022

Aug 01, 2022

SELL
$365.86 - $456.8 $125 Million - $156 Million
-340,489 Reduced 89.19%
41,284 $6.96 Million
Q1 2022

May 16, 2022

BUY
$416.25 - $477.71 $29.3 Million - $33.6 Million
70,434 Added 22.62%
381,773 $172 Million
Q4 2021

Feb 09, 2022

SELL
$428.64 - $477.48 $98,158 - $109,342
-229 Reduced 0.07%
311,339 $148 Million
Q3 2021

Nov 04, 2021

SELL
$424.97 - $453.19 $1 Million - $1.07 Million
-2,354 Reduced 0.75%
311,568 $134 Million
Q2 2021

Aug 12, 2021

SELL
$400.61 - $428.06 $1.14 Million - $1.21 Million
-2,838 Reduced 0.9%
313,922 $134 Million
Q1 2021

May 18, 2021

BUY
$368.79 - $397.26 $837,522 - $902,177
2,271 Added 0.72%
316,760 $126 Million
Q4 2020

Feb 16, 2021

BUY
$326.54 - $373.88 $1 Million - $1.15 Million
3,068 Added 0.99%
314,489 $118 Million
Q3 2020

Nov 16, 2020

BUY
$310.52 - $357.7 $565,456 - $651,371
1,821 Added 0.59%
311,421 $104 Million
Q2 2020

Aug 13, 2020

BUY
$246.15 - $323.2 $1.61 Million - $2.12 Million
6,551 Added 2.16%
309,600 $95.5 Million
Q1 2020

May 15, 2020

BUY
$222.95 - $338.34 $17.3 Million - $26.3 Million
77,649 Added 34.45%
303,049 $78.1 Million
Q4 2019

Feb 13, 2020

BUY
$288.06 - $322.94 $64.9 Million - $72.8 Million
225,400 New
225,400 $72.5 Million

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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