Powell Investment Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Powell Investment Advisors, LLC

  • $211 Million
  • Q3 2024

A detailed history of Powell Investment Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 3,159 shares of SPY stock, worth $1.8 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
3,159
Previous 3,158 0.03%
Holding current value
$1.8 Million
Previous $1.72 Million 5.47%
% of portfolio
0.86%
Previous 0.9%

Shares

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

Nov 01, 2024
BUY
$517.38 - $573.86 $517 - $573
1 Added 0.03%
3,159 $1.81 Million
Q2 2024

Jul 30, 2024
SELL
$495.16 - $548.49 $9,903 - $10,969
-20 Reduced 0.63%
3,158 $1.72 Million
Q1 2024

Apr 15, 2024
BUY
$467.28 - $523.17 $10,747 - $12,032
23 Added 0.73%
3,178 $1.66 Million
Q4 2023

Jan 31, 2024
SELL
$410.68 - $476.69 $13,552 - $15,730
-33 Reduced 1.04%
3,155 $1.5 Million
Q3 2023

Oct 16, 2023
BUY
$425.88 - $457.79 $106,470 - $114,447
250 Added 8.51%
3,188 $1.36 Million
Q2 2023

Aug 02, 2023
BUY
$404.36 - $443.28 $7,278 - $7,979
18 Added 0.62%
2,938 $1.3 Million
Q1 2023

May 10, 2023
BUY
$379.5 - $416.78 $137,758 - $151,291
363 Added 14.2%
2,920 $1.2 Million
Q4 2022

Feb 14, 2023
BUY
$357.63 - $407.42 $56,147 - $63,964
157 Added 6.54%
2,557 $977,000
Q3 2022

Nov 14, 2022
SELL
$357.18 - $429.7 $46,076 - $55,431
-129 Reduced 5.1%
2,400 $861,000
Q2 2022

Aug 02, 2022
BUY
$365.86 - $456.8 $32,927 - $41,112
90 Added 3.69%
2,529 $958,000
Q1 2022

May 09, 2022
BUY
$416.25 - $477.71 $145,687 - $167,198
350 Added 16.75%
2,439 $1.11 Million
Q4 2021

Jan 14, 2022
BUY
$428.64 - $477.48 $4,286 - $4,774
10 Added 0.48%
2,089 $999,000
Q3 2021

Oct 13, 2021
BUY
$424.97 - $453.19 $10,624 - $11,329
25 Added 1.22%
2,079 $895,000
Q2 2021

Jul 14, 2021
BUY
$400.61 - $428.06 $801 - $856
2 Added 0.1%
2,054 $882,000
Q1 2021

Apr 14, 2021
BUY
$368.79 - $397.26 $26,184 - $28,205
71 Added 3.58%
2,052 $816,000
Q4 2020

Jan 14, 2021
BUY
$326.54 - $373.88 $13,061 - $14,955
40 Added 2.06%
1,981 $744,000
Q3 2020

Oct 07, 2020
SELL
$310.52 - $357.7 $68,003 - $78,336
-219 Reduced 10.14%
1,941 $653,000
Q2 2020

Jul 31, 2020
SELL
$246.15 - $323.2 $104,367 - $137,036
-424 Reduced 16.41%
2,160 $669,000
Q1 2020

May 12, 2020
BUY
$222.95 - $338.34 $21,180 - $32,142
95 Added 3.82%
2,584 $670,000
Q4 2019

Feb 10, 2020
BUY
$288.06 - $322.94 $716,981 - $803,797
2,489 New
2,489 $805,000

Others Institutions Holding SPY

# of Institutions
4,488
Shares Held
572M
Call Options Held
272M
Put Options Held
391M
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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