True Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

True Wealth Advisors, LLC

  • $291 Million
  • Q3 2025

A detailed history of True Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, True Wealth Advisors, LLC holds 34,791 shares of SPY stock, worth $23.2 Million. This represents 7.98% of its overall portfolio holdings.

Number of Shares
34,791
Previous 36,250 4.02%
Holding current value
$23.2 Million
Previous $22.4 Million 3.48%
% of portfolio
7.98%
Previous 8.12%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$617.65 - $666.84 $901,151 - $972,919
-1,459 Reduced 4.02%
34,791 $23.2 Million
Q2 2025

Jul 03, 2025
BUY
$496.48 - $617.85 $170,789 - $212,540
344 Added 0.96%
36,250 $22.4 Million
Q1 2025

Apr 10, 2025
SELL
$551.42 - $612.93 $5.51 Million - $6.13 Million
-9,999 Reduced 21.78%
35,906 $20.1 Million
Q4 2024

Jan 15, 2025
BUY
$567.81 - $607.81 $173,182 - $185,382
305 Added 0.67%
45,905 $26.9 Million
Q3 2024

Oct 29, 2024
SELL
$517.38 - $573.86 $1.94 Million - $2.15 Million
-3,741 Reduced 7.58%
45,600 $26.2 Million
Q2 2024

Jul 24, 2024
BUY
$495.16 - $548.49 $2,475 - $2,742
5 Added 0.01%
49,341 $26.9 Million
Q1 2024

Apr 23, 2024
SELL
$467.28 - $523.17 $3.17 Million - $3.54 Million
-6,775 Reduced 12.07%
49,336 $25.8 Million
Q4 2023

Feb 08, 2024
BUY
$410.68 - $476.69 $599,182 - $695,490
1,459 Added 2.67%
56,111 $26.7 Million
Q3 2023

Nov 07, 2023
SELL
$425.88 - $457.79 $238,492 - $256,362
-560 Reduced 1.01%
54,652 $23.4 Million
Q2 2023

Jul 31, 2023
BUY
$404.36 - $443.28 $8.18 Million - $8.96 Million
20,219 Added 57.78%
55,212 $24.5 Million
Q1 2023

Apr 19, 2023
BUY
$379.5 - $416.78 $2.41 Million - $2.65 Million
6,360 Added 22.21%
34,993 $14.3 Million
Q4 2022

Jan 23, 2023
SELL
$357.63 - $407.42 $23,245 - $26,482
-65 Reduced 0.23%
28,633 $0
Q3 2022

Oct 21, 2022
BUY
$357.18 - $429.7 $3.6 Million - $4.33 Million
10,072 Added 54.07%
28,698 $10.3 Million
Q2 2022

Jul 27, 2022
BUY
$365.86 - $456.8 $217,320 - $271,339
594 Added 3.29%
18,626 $7.03 Million
Q1 2022

May 05, 2022
BUY
$416.25 - $477.71 $85,331 - $97,930
205 Added 1.15%
18,032 $8.56 Million
Q1 2022

May 04, 2022
SELL
$416.25 - $477.71 $85,331 - $97,930
-205 Reduced 1.14%
17,827 $7.42 Million
Q4 2021

Feb 02, 2022
BUY
$428.64 - $477.48 $46,293 - $51,567
108 Added 0.6%
18,032 $8.56 Million
Q3 2021

Oct 25, 2021
SELL
$424.97 - $453.19 $92,218 - $98,342
-217 Reduced 1.2%
17,924 $7.69 Million
Q2 2021

Jul 23, 2021
SELL
$400.61 - $428.06 $585,691 - $625,823
-1,462 Reduced 7.46%
18,141 $7.77 Million
Q1 2021

Apr 22, 2021
BUY
$368.79 - $397.26 $3.52 Million - $3.79 Million
9,533 Added 94.67%
19,603 $7.77 Million
Q4 2020

Jan 25, 2021
BUY
$326.54 - $373.88 $3.29 Million - $3.76 Million
10,070 New
10,070 $3.81 Million

Others Institutions Holding SPY

# of Institutions
5,287
Shares Held
556M
Call Options Held
339M
Put Options Held
765M
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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