Cyndeo Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History

Cyndeo Wealth Partners, LLC

$1.61 Billion
Q2 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 20,825 shares of SPY stock, worth $13.3 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

20,825

Previous 13,404 55.36%

Holding current value

$13.3 Million

Previous $7.5 Million 71.59%

% of portfolio

0.8%

Previous 0.51%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$496.48 - $617.85 $3.68 Million - $4.59 Million	7,421 Added 55.36%	20,825 $12.9 Million
Q1 2025 Apr 17, 2025	BUY	$551.42 - $612.93 $314,860 - $349,983	571 Added 4.45%	13,404 $7.5 Million
Q4 2024 Jan 21, 2025	SELL	$567.81 - $607.81 $253,243 - $271,083	-446 Reduced 3.36%	12,833 $7.52 Million
Q3 2024 Oct 18, 2024	BUY	$517.38 - $573.86 $281,454 - $312,179	544 Added 4.27%	13,279 $7.62 Million
Q2 2024 Jul 30, 2024	SELL	$495.16 - $548.49 $209,452 - $232,011	-423 Reduced 3.21%	12,735 $6.93 Million
Q1 2024 Apr 16, 2024	SELL	$467.28 - $523.17 $39,251 - $43,946	-84 Reduced 0.63%	13,158 $6.88 Million
Q4 2023 Jan 12, 2024	SELL	$410.68 - $476.69 $1,232 - $1,430	-3 Reduced 0.02%	13,242 $6.29 Million
Q3 2023 Oct 10, 2023	SELL	$425.88 - $457.79 $4,684 - $5,035	-11 Reduced 0.08%	13,245 $5.66 Million
Q2 2023 Jul 27, 2023	SELL	$404.36 - $443.28 $281,838 - $308,966	-697 Reduced 5.0%	13,256 $5.88 Million
Q1 2023 Apr 21, 2023	BUY	$379.5 - $416.78 $1.07 Million - $1.18 Million	2,831 Added 25.45%	13,953 $5.71 Million
Q4 2022 Jan 25, 2023	BUY	$357.63 - $407.42 $3.98 Million - $4.53 Million	11,122 New	11,122 $0

Others Institutions Holding SPY

# of Institutions

5,140

Shares Held

603M

Call Options Held

373M

Put Options Held

665M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Account

Cyndeo Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History