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

Waterford Advisors, LLC

$289 Billion
Q3 2025

A detailed history of Waterford Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Waterford Advisors, LLC holds 1,357 shares of SPY stock, worth $903,314. This represents 0.31% of its overall portfolio holdings.

Number of Shares

1,357

Previous 22,944 94.09%

Holding current value

$903,314

Previous $14.2 Million 6277.47%

% of portfolio

0.31%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$617.65 - $666.84 $13.3 Million - $14.4 Million	-21,587 Reduced 94.09%	1,357 $904 Million
Q2 2025 Aug 14, 2025	BUY	$496.48 - $617.85 $10.7 Million - $13.3 Million	21,564 Added 1562.61%	22,944 $14.2 Million
Q1 2025 May 14, 2025	BUY	$551.42 - $612.93 $304,383 - $338,337	552 Added 66.67%	1,380 $771,000
Q4 2024 Feb 14, 2025	SELL	$567.81 - $607.81 $48,831 - $52,271	-86 Reduced 9.41%	828 $485,000
Q2 2023 Jul 31, 2023	SELL	$404.36 - $443.28 $94,620 - $103,727	-234 Reduced 20.38%	914 $405,000

Q4 2022 Feb 14, 2023	BUY	$357.63 - $407.42 $410,559 - $467,718	1,148 New	1,148 $439,000

Others Institutions Holding SPY

# of Institutions

5,289

Shares Held

557M

Call Options Held

298M

Put Options Held

700M

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