Quantum Financial Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Quantum Financial Advisors, LLC

  • $416 Million
  • Q1 2025

A detailed history of Quantum Financial Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 2,418 shares of SPY stock, worth $1.27 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,418
Previous 4,298 43.74%
Holding current value
$1.27 Million
Previous $2.52 Million 46.31%
% of portfolio
0.32%
Previous 0.52%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
SELL
$551.42 - $612.93 $1.04 Million - $1.15 Million
-1,880 Reduced 43.74%
2,418 $1.35 Million
Q4 2024

Jan 13, 2025
BUY
$567.81 - $607.81 $2 Million - $2.14 Million
3,527 Added 457.46%
4,298 $2.52 Million
Q3 2024

Oct 04, 2024
BUY
$517.38 - $573.86 $57,429 - $63,698
111 Added 16.82%
771 $442,000
Q2 2024

Jul 15, 2024
BUY
$495.16 - $548.49 $326,805 - $362,003
660 New
660 $359,000

Others Institutions Holding SPY

# of Institutions
5,037
Shares Held
603M
Call Options Held
370M
Put Options Held
677M
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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