Org Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History

Org Wealth Partners, LLC

$301 Billion
Q3 2024

A detailed history of Org Wealth Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Org Wealth Partners, LLC holds 246 shares of SPY stock, worth $142,625. This represents 0.05% of its overall portfolio holdings.

Number of Shares

246

Holding current value

$142,625

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 11, 2024	BUY	$517.38 - $573.86 $127,275 - $141,169	246 New	246 $141 Million

Others Institutions Holding SPY

# of Institutions

4,452

Shares Held

559M

Call Options Held

275M

Put Options Held

401M

Jpmorgan Chase & CO New York, NY

56.3M
Shares

$32.7 Billion
2.7% of portfolio
Morgan Stanley New York, NY

35M
Shares

$20.3 Billion
1.49% of portfolio
Goldman Sachs Group Inc New York, NY

34.4M
Shares

$20 Billion
3.23% of portfolio
Bank Of America Corp Charlotte, NC

25.1M
Shares

$14.6 Billion
1.22% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

13.7M
Shares

$7.92 Billion
1.41% of portfolio

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Org Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History