Base Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History
Base Wealth Management LLC
- $175 Billion
- Q3 2025
A detailed history of Base Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Base Wealth Management LLC holds 1,932 shares of SPY stock, worth $1.3 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
1,932
Previous 1,806
6.98%
Holding current value
$1.3 Million
Previous $1.12 Billion
15.35%
% of portfolio
0.73%
Previous 0.71%
Shares
3 transactions
Others Institutions Holding SPY
# of Institutions
5,208Shares Held
630MCall Options Held
380MPut Options Held
724M-
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