Holos Integrated Wealth LLC Spdr Index Shs Fds S Spdr Port Transaction History

Holos Integrated Wealth LLC

  • $166 Billion
  • Q2 2025

A detailed history of Holos Integrated Wealth LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 10,066 shares of SPGM stock, worth $754,346. This represents 0.43% of its overall portfolio holdings.

Number of Shares
10,066
Previous 12,301 18.17%
Holding current value
$754,346
Previous $768 Million 6.83%
% of portfolio
0.43%
Previous 0.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$55.5 - $69.0 $124,042 - $154,215
-2,235 Reduced 18.17%
10,066 $715 Million
Q1 2025

Aug 08, 2025
SELL
$61.91 - $66.79 $324,841 - $350,447
-5,247 Reduced 29.9%
12,301 $768 Million
Q4 2024

Aug 08, 2025
BUY
$63.23 - $66.65 $1.11 Million - $1.17 Million
17,548 New
17,548 $1.11 Billion

Others Institutions Holding SPGM

# of Institutions
154
Shares Held
9.71M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS S SPDR PORT

SPGM Quotes by TradingView
  • Ticker SPGM
  • Sector ETFs
  • Industry ETFs
More about SPGM
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