A detailed history of Simpli Fi, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Simpli Fi, Inc. holds 27,355 shares of SPY stock, worth $15.9 Million. This represents 7.12% of its overall portfolio holdings.

Number of Shares
27,355
Previous 30,286 9.68%
Holding current value
$15.9 Million
Previous $16.5 Million 4.76%
% of portfolio
7.12%
Previous 7.61%

Shares

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

Oct 22, 2024

SELL
$517.38 - $573.86 $1.52 Million - $1.68 Million
-2,931 Reduced 9.68%
27,355 $15.7 Million
Q2 2024

Jul 25, 2024

SELL
$495.16 - $548.49 $49,020 - $54,300
-99 Reduced 0.33%
30,286 $16.5 Million
Q1 2024

Apr 22, 2024

BUY
$467.28 - $523.17 $4.69 Million - $5.26 Million
10,047 Added 49.4%
30,385 $15.9 Million
Q4 2023

Jan 23, 2024

BUY
$410.68 - $476.69 $13,963 - $16,207
34 Added 0.17%
20,338 $9.67 Million
Q3 2023

Oct 10, 2023

SELL
$425.88 - $457.79 $384,569 - $413,384
-903 Reduced 4.26%
20,304 $8.68 Million
Q2 2023

Jul 17, 2023

SELL
$404.36 - $443.28 $128,182 - $140,519
-317 Reduced 1.47%
21,207 $9.4 Million
Q1 2023

Apr 19, 2023

SELL
$379.5 - $416.78 $7.55 Million - $8.29 Million
-19,884 Reduced 48.02%
21,524 $8.81 Million
Q4 2022

Jan 23, 2023

SELL
$357.63 - $407.42 $570,419 - $649,834
-1,595 Reduced 3.71%
41,408 $0
Q3 2022

Oct 18, 2022

BUY
$357.18 - $429.7 $113,583 - $136,644
318 Added 0.74%
43,003 $15.4 Million
Q2 2022

Jul 20, 2022

BUY
$365.86 - $456.8 $99,513 - $124,249
272 Added 0.64%
42,685 $16.1 Million
Q1 2022

Apr 14, 2022

BUY
$416.25 - $477.71 $24,142 - $27,707
58 Added 0.14%
42,413 $19.2 Million
Q4 2021

Jan 20, 2022

SELL
$428.64 - $477.48 $1.81 Million - $2.02 Million
-4,227 Reduced 9.07%
42,355 $20.1 Million
Q3 2021

Oct 14, 2021

BUY
$424.97 - $453.19 $231,608 - $246,988
545 Added 1.18%
46,582 $20 Million
Q2 2021

Jul 21, 2021

BUY
$400.61 - $428.06 $3.45 Million - $3.69 Million
8,613 Added 23.01%
46,037 $19.7 Million
Q1 2021

Apr 14, 2021

SELL
$368.79 - $397.26 $491,965 - $529,944
-1,334 Reduced 3.44%
37,424 $14.8 Million
Q4 2020

Jan 28, 2021

SELL
$326.54 - $373.88 $5.27 Million - $6.03 Million
-16,128 Reduced 29.38%
38,758 $14.5 Million
Q3 2020

Oct 23, 2020

BUY
$310.52 - $357.7 $50,304 - $57,947
162 Added 0.3%
54,886 $18.4 Million
Q2 2020

Jul 13, 2020

BUY
$246.15 - $323.2 $6.54 Million - $8.59 Million
26,574 Added 94.4%
54,724 $16.9 Million
Q1 2020

Apr 09, 2020

BUY
$222.95 - $338.34 $3.34 Million - $5.06 Million
14,969 Added 113.56%
28,150 $7.26 Million
Q4 2019

Jan 15, 2020

BUY
$288.06 - $322.94 $152,959 - $171,481
531 Added 4.2%
13,181 $4.24 Million
Q3 2019

Oct 16, 2019

SELL
$283.82 - $302.01 $44,559 - $47,415
-157 Reduced 1.23%
12,650 $3.75 Million
Q2 2019

Jul 23, 2019

SELL
$274.57 - $295.86 $394,007 - $424,559
-1,435 Reduced 10.08%
12,807 $3.75 Million
Q1 2019

Apr 17, 2019

SELL
$244.21 - $284.73 $1.98 Million - $2.31 Million
-8,099 Reduced 36.25%
14,242 $4.02 Million
Q4 2018

Jan 22, 2019

BUY
$234.34 - $291.73 $352,213 - $438,470
1,503 Added 7.21%
22,341 $5.58 Million
Q3 2018

Oct 17, 2018

SELL
$270.9 - $293.58 $517,960 - $561,324
-1,912 Reduced 8.4%
20,838 $6.06 Million
Q2 2018

Aug 02, 2018

BUY
$257.47 - $278.92 $576,217 - $624,222
2,238 Added 10.91%
22,750 $6.17 Million
Q1 2018

May 01, 2018

BUY
$257.63 - $286.58 $184,978 - $205,764
718 Added 3.63%
20,512 $5.4 Million
Q4 2017

Feb 07, 2018

BUY
$252.32 - $268.2 $4.99 Million - $5.31 Million
19,794
19,794 $5.28 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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