Wealth Management Strategies, Inc. Spdr S&P 500 ETF Trust Transaction History

Wealth Management Strategies, Inc.

  • $145 Million
  • Q1 2025

A detailed history of Wealth Management Strategies, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 561 shares of SPY stock, worth $376,599. This represents 0.22% of its overall portfolio holdings.

Number of Shares
561
Previous 559 0.36%
Holding current value
$376,599
Previous $327,000 4.28%
% of portfolio
0.22%
Previous 0.25%

Shares

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

May 15, 2025
BUY
$551.42 - $612.93 $1,102 - $1,225
2 Added 0.36%
561 $313,000
Q4 2024

Feb 20, 2025
BUY
$567.81 - $607.81 $317,405 - $339,765
559 New
559 $327,000

Others Institutions Holding SPY

# of Institutions
5,211
Shares Held
631M
Call Options Held
379M
Put Options Held
723M
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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