4 Wealth Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History
4 Wealth Advisors, Inc.
- $98.4 Billion
- Q2 2025
A detailed history of 4 Wealth Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 501 shares of SPY stock, worth $330,980. This represents 0.31% of its overall portfolio holdings.
Number of Shares
501
Previous 1,200
58.25%
Holding current value
$330,980
Previous $671 Million
53.91%
% of portfolio
0.31%
Previous 0.73%
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$38.3 Billion2.54% of portfolio
-
Morgan Stanley New York, NY37MShares$24.4 Billion1.54% of portfolio
-
Goldman Sachs Group Inc New York, NY36.8MShares$24.3 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC30.9MShares$20.4 Billion1.43% of portfolio
-
Wells Fargo & Company San Francisco, CA20MShares$13.2 Billion2.65% of portfolio