Tandem Wealth Advisors LLC Spdr S&P 500 ETF Trust Transaction History
Tandem Wealth Advisors LLC
- $186 Million
- Q2 2024
A detailed history of Tandem Wealth Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 20,579 shares of SPY stock, worth $11.1 Million. This represents 6.02% of its overall portfolio holdings.
Number of Shares
20,579
Previous 20,627
0.23%
Holding current value
$11.1 Million
Previous $10.8 Million
3.8%
% of portfolio
6.02%
Previous 5.92%
Shares
7 transactions
Others Institutions Holding SPY
# of Institutions
4,424Shares Held
557MCall Options Held
274MPut Options Held
402M-
Jpmorgan Chase & CO New York, NY56.3MShares$30.4 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$18.9 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$18.6 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$13.6 Billion1.22% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA13.7MShares$7.38 Billion1.41% of portfolio