Personal Cfo Solutions, LLC Spdr S&P 500 ETF Trust Transaction History

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 8,598 shares of SPY stock, worth $5.17 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
8,598
Previous 8,322 3.32%
Holding current value
$5.17 Million
Previous $4.53 Million 8.97%
% of portfolio
0.7%
Previous 0.71%

Shares

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

Nov 14, 2024
BUY
$517.38 - $573.86 $142,796 - $158,385
276 Added 3.32%
8,598 $4.93 Million
Q2 2024

Aug 09, 2024
BUY
$495.16 - $548.49 $219,851 - $243,529
444 Added 5.64%
8,322 $4.53 Million
Q1 2024

May 13, 2024
SELL
$467.28 - $523.17 $58,877 - $65,919
-126 Reduced 1.57%
7,878 $4.12 Million
Q4 2023

Feb 13, 2024
BUY
$410.68 - $476.69 $148,255 - $172,085
361 Added 4.72%
8,004 $3.8 Million
Q3 2023

Nov 13, 2023
SELL
$425.88 - $457.79 $2,981 - $3,204
-7 Reduced 0.09%
7,643 $3.27 Million
Q2 2023

Aug 10, 2023
SELL
$404.36 - $443.28 $78,041 - $85,553
-193 Reduced 2.46%
7,650 $3.39 Million
Q1 2023

May 09, 2023
BUY
$379.5 - $416.78 $30,739 - $33,759
81 Added 1.04%
7,843 $3.21 Million
Q4 2022

Feb 14, 2023
SELL
$357.63 - $407.42 $2.76 Million - $3.15 Million
-7,725 Reduced 49.88%
7,762 $2.97 Million
Q3 2022

Nov 01, 2022
BUY
$357.18 - $429.7 $2.61 Million - $3.14 Million
7,299 Added 89.14%
15,487 $5.53 Million
Q2 2022

Aug 05, 2022
SELL
$365.86 - $456.8 $71,342 - $89,076
-195 Reduced 2.33%
8,188 $3.09 Million
Q1 2022

May 02, 2022
SELL
$416.25 - $477.71 $559,440 - $642,042
-1,344 Reduced 13.82%
8,383 $3.79 Million
Q4 2021

Feb 11, 2022
BUY
$428.64 - $477.48 $272,615 - $303,677
636 Added 7.0%
9,727 $4.62 Million
Q3 2021

Nov 18, 2021
BUY
$424.97 - $453.19 $130,890 - $139,582
308 Added 3.51%
9,091 $3.9 Million
Q2 2021

Jul 22, 2021
BUY
$400.61 - $428.06 $78,519 - $83,899
196 Added 2.28%
8,783 $3.76 Million
Q1 2021

Apr 21, 2021
BUY
$368.79 - $397.26 $5,900 - $6,356
16 Added 0.19%
8,587 $3.4 Million
Q4 2020

Feb 09, 2021
BUY
$326.54 - $373.88 $214,536 - $245,639
657 Added 8.3%
8,571 $3.2 Million
Q3 2020

Nov 02, 2020
BUY
$310.52 - $357.7 $82,908 - $95,505
267 Added 3.49%
7,914 $3,000
Q2 2020

Aug 03, 2020
SELL
$246.15 - $323.2 $11.7 Million - $15.4 Million
-47,555 Reduced 86.15%
7,647 $2.36 Million
Q1 2020

Apr 30, 2020
SELL
$222.95 - $338.34 $581,007 - $881,714
-2,606 Reduced 4.51%
55,202 $14.2 Million
Q4 2019

Feb 13, 2020
BUY
$288.06 - $322.94 $1.3 Million - $1.46 Million
4,511 Added 8.46%
57,808 $18.6 Million
Q3 2019

Nov 13, 2019
BUY
$283.82 - $302.01 $15.1 Million - $16.1 Million
53,297 New
53,297 $15.7 Million

Others Institutions Holding SPY

# of Institutions
4,663
Shares Held
579M
Call Options Held
288M
Put Options Held
680M
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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