Ehrlich Financial Group Spdr S&P 500 ETF Trust Transaction History

Ehrlich Financial Group

$140 Billion
Q3 2024

A detailed history of Ehrlich Financial Group transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Ehrlich Financial Group holds 1,029 shares of SPY stock, worth $612,882. This represents 0.42% of its overall portfolio holdings.

Number of Shares

1,029

Holding current value

$612,882

% of portfolio

0.42%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 07, 2024	BUY	$517.38 - $573.86 $532,384 - $590,501	1,029 New	1,029 $590 Million

Others Institutions Holding SPY

# of Institutions

4,500

Shares Held

582M

Call Options Held

273M

Put Options Held

393M

Jpmorgan Chase & CO New York, NY

56.3M
Shares

$33.5 Billion
2.7% of portfolio
Morgan Stanley New York, NY

35M
Shares

$20.8 Billion
1.49% of portfolio
Goldman Sachs Group Inc New York, NY

34.4M
Shares

$20.5 Billion
3.23% of portfolio
Bank Of America Corp Charlotte, NC

25.1M
Shares

$15 Billion
1.22% of portfolio
International Assets Investment Management, LLC Orlando, FL

14.3M
Shares

$8.49 Billion
0.07% of portfolio

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 Ehrlich Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Ehrlich Financial Group with notifications on news.

Account

Ehrlich Financial Group Spdr S&P 500 ETF Trust Transaction History