Axis Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History
Axis Wealth Partners, LLC
- $152 Billion
- Q2 2025
A detailed history of Axis Wealth Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 4,747 shares of SPY stock, worth $3.19 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
4,747
Previous 4,781
0.71%
Holding current value
$3.19 Million
Previous $2.67 Billion
9.68%
% of portfolio
1.93%
Previous 1.98%
Shares
3 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