Mc Clarren Financial Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History

Mc Clarren Financial Advisors, Inc.

$35.6 Million
Q4 2024

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 192 shares of SPY stock, worth $108,879. This represents 0.31% of its overall portfolio holdings.

Number of Shares

192

Previous 573 66.49%

Holding current value

$108,879

Previous $109,000 2.75%

% of portfolio

0.31%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$567.81 - $607.81 $216,335 - $231,575	-381 Reduced 66.49%	192 $112,000
Q3 2024 Oct 18, 2024	BUY	$517.38 - $573.86 $15,004 - $16,641	29 Added 5.33%	573 $109,000
Q2 2024 Jul 26, 2024	BUY	$495.16 - $548.49 $174,791 - $193,616	353 Added 184.82%	544 $103,000
Q1 2024 Jul 26, 2024	SELL	$467.28 - $523.17 $155,604 - $174,215	-333 Reduced 63.55%	191 $100,000
Q1 2024 May 03, 2024	BUY	$467.28 - $523.17 $156,071 - $174,738	334 Added 175.79%	524 $100,000
Q4 2023 Feb 02, 2024	BUY	$410.68 - $476.69 $821 - $953	2 Added 1.06%	190 $90,000
Q2 2023 Aug 04, 2023	BUY	$404.36 - $443.28 $76,019 - $83,336	188 New	188 $83,000
Q1 2021 Apr 21, 2021	SELL	$368.79 - $397.26 $869,238 - $936,341	-2,357 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$326.54 - $373.88 $769,654 - $881,235	2,357 New	2,357 $103,000

Others Institutions Holding SPY

# of Institutions

5,020

Shares Held

598M

Call Options Held

370M

Put Options Held

676M

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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Mc Clarren Financial Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History