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
Others Institutions Holding SPY
# of Institutions
5,211Shares Held
631MCall Options Held
379MPut Options Held
723M-
Jpmorgan Chase & CO New York, NY58MShares$38.9 Billion2.54% of portfolio
-
Morgan Stanley New York, NY37MShares$24.8 Billion1.54% of portfolio
-
Goldman Sachs Group Inc New York, NY36.8MShares$24.7 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC30.9MShares$20.7 Billion1.43% of portfolio
-
Wells Fargo & Company San Francisco, CA20MShares$13.5 Billion2.65% of portfolio