Shepherd Wealth Management LTD Liability CO Spdr S&P 500 ETF Trust Transaction History

Shepherd Wealth Management LTD Liability CO

  • $97.3 Billion
  • Q1 2025

A detailed history of Shepherd Wealth Management LTD Liability CO transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Shepherd Wealth Management LTD Liability CO holds 453 shares of SPY stock, worth $291,138. This represents 0.26% of its overall portfolio holdings.

Number of Shares
453
Previous 452 0.22%
Holding current value
$291,138
Previous $265 Million 4.53%
% of portfolio
0.26%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$551.42 - $612.93 $551 - $612
1 Added 0.22%
453 $253 Million
Q4 2024

Feb 07, 2025
BUY
$567.81 - $607.81 $256,650 - $274,730
452 New
452 $265 Million

Others Institutions Holding SPY

# of Institutions
5,165
Shares Held
646M
Call Options Held
377M
Put Options Held
710M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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