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

Meredith Wealth Planning

$210 Billion
Q3 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

4,553

Shares Held

593M

Call Options Held

285M

Put Options Held

653M

Jpmorgan Chase & CO New York, NY

56.7M
Shares

$33.5 Billion
2.67% of portfolio
Morgan Stanley New York, NY

35.6M
Shares

$21.1 Billion
1.51% of portfolio
Goldman Sachs Group Inc New York, NY

33.1M
Shares

$19.6 Billion
3.14% of portfolio
Bank Of America Corp Charlotte, NC

29.6M
Shares

$17.5 Billion
1.43% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

18.3M
Shares

$10.8 Billion
1.88% of portfolio

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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