Meredith Wealth Planning Spdr S&P 500 ETF Trust Transaction History

Meredith Wealth Planning

$191 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 24, 2023	SELL	$379.5 - $416.78 $4,554 - $5,001	-12 Reduced 1.05%	1,127 $461 Million
Q4 2022 Feb 01, 2023	BUY	$357.63 - $407.42 $407,340 - $464,051	1,139 New	1,139 $436 Million

Others Institutions Holding SPY

# of Institutions

4,431

Shares Held

557M

Call Options Held

275M

Put Options Held

402M

Jpmorgan Chase & CO New York, NY

56.3M
Shares

$32.2 Billion
2.7% of portfolio
Morgan Stanley New York, NY

35M
Shares

$20 Billion
1.49% of portfolio
Goldman Sachs Group Inc New York, NY

34.4M
Shares

$19.7 Billion
3.23% of portfolio
Bank Of America Corp Charlotte, NC

25.1M
Shares

$14.4 Billion
1.22% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

13.7M
Shares

$7.81 Billion
1.41% of portfolio

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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