Valley Forge Investment Consultants Inc Adv Spdr S&P 500 ETF Trust Transaction History

Valley Forge Investment Consultants Inc Adv

$290 Million
Q4 2024

A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 1,547 shares of SPY stock, worth $865,376. This represents 0.31% of its overall portfolio holdings.

Number of Shares

1,547

Previous 547 182.82%

Holding current value

$865,376

Previous $313,000 189.46%

% of portfolio

0.31%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$567.81 - $607.81 $567,810 - $607,810	1,000 Added 182.82%	1,547 $906,000
Q3 2024 Nov 14, 2024	SELL	$517.38 - $573.86 $49,668 - $55,090	-96 Reduced 14.93%	547 $313,000
Q3 2023 Nov 09, 2023	SELL	$425.88 - $457.79 $174,610 - $187,693	-410 Reduced 38.94%	643 $274,000
Q1 2023 May 08, 2023	SELL	$379.5 - $416.78 $6,451 - $7,085	-17 Reduced 1.59%	1,053 $431,000
Q4 2022 Feb 14, 2023	SELL	$357.63 - $407.42 $31,113 - $35,445	-87 Reduced 7.52%	1,070 $409,000
Q4 2020 Feb 04, 2021	BUY	$326.54 - $373.88 $377,806 - $432,579	1,157 New	1,157 $433,000

Others Institutions Holding SPY

# of Institutions

5,025

Shares Held

603M

Call Options Held

370M

Put Options Held

676M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Valley Forge Investment Consultants Inc Adv Spdr S&P 500 ETF Trust Transaction History