A detailed history of 49 Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, 49 Wealth Management, LLC holds 1,793 shares of SPY stock, worth $1.19 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,793
Previous 1,325 35.32%
Holding current value
$1.19 Million
Previous $819 Million 45.86%
% of portfolio
0.11%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$617.65 - $666.84 $289,060 - $312,081
468 Added 35.32%
1,793 $1.19 Billion
Q2 2025

Aug 07, 2025

SELL
$496.48 - $617.85 $9.11 Million - $11.3 Million
-18,341 Reduced 93.26%
1,325 $819 Million
Q1 2025

Apr 30, 2025

BUY
$551.42 - $612.93 $10 Million - $11.1 Million
18,144 Added 1192.12%
19,666 $11 Billion
Q4 2024

Feb 14, 2025

SELL
$567.81 - $607.81 $624,590 - $668,590
-1,100 Reduced 41.95%
1,522 $892 Million
Q3 2024

Nov 12, 2024

BUY
$517.38 - $573.86 $75,537 - $83,783
146 Added 5.9%
2,622 $1.5 Billion
Q2 2024

Jul 30, 2024

BUY
$495.16 - $548.49 $75,759 - $83,918
153 Added 6.59%
2,476 $1.35 Billion
Q1 2024

May 07, 2024

BUY
$467.28 - $523.17 $74,764 - $83,707
160 Added 7.4%
2,323 $1.21 Billion
Q4 2023

May 07, 2024

BUY
$410.68 - $476.69 $888,300 - $1.03 Million
2,163 New
2,163 $1.03 Billion

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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