Up Strategic Wealth Investment Advisors LLC Spdr S&P 500 ETF Trust Transaction History
Up Strategic Wealth Investment Advisors LLC
- $66 Billion
- Q2 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 695 shares of SPY stock, worth $390,596. This represents 0.57% of its overall portfolio holdings.
Number of Shares
695
Previous 721
3.61%
Holding current value
$390,596
Previous $377 Million
0.29%
% of portfolio
0.57%
Previous 0.62%
Shares
2 transactions
Others Institutions Holding SPY
# of Institutions
4,428Shares Held
557MCall Options Held
275MPut Options Held
402M-
Jpmorgan Chase & CO New York, NY56.3MShares$31.7 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$19.7 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$19.4 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$14.1 Billion1.22% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA13.7MShares$7.68 Billion1.41% of portfolio