Aegis Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History

Aegis Wealth Management LLC

  • $167 Billion
  • Q2 2025

A detailed history of Aegis Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Aegis Wealth Management LLC holds 7,470 shares of SPY stock, worth $4.8 Million. This represents 2.51% of its overall portfolio holdings.

Number of Shares
7,470
Previous 7,470 -0.0%
Holding current value
$4.8 Million
Previous $4.18 Billion -0.0%
% of portfolio
2.51%
Previous 2.46%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 07, 2025
BUY
$567.81 - $607.81 $4.24 Million - $4.54 Million
7,470 New
7,470 $4.38 Billion

Others Institutions Holding SPY

# of Institutions
5,150
Shares Held
646M
Call Options Held
363M
Put Options Held
661M
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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