Balance Wealth, LLC Spdr S&P 500 ETF Trust Transaction History

Balance Wealth, LLC

$154 Billion
Q1 2025

A detailed history of Balance Wealth, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Balance Wealth, LLC holds 849 shares of SPY stock, worth $467,493. This represents 0.31% of its overall portfolio holdings.

Number of Shares

849

Holding current value

$467,493

% of portfolio

0.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$551.42 - $612.93 $468,155 - $520,377	849 New	849 $475 Million

Others Institutions Holding SPY

# of Institutions

5,040

Shares Held

605M

Call Options Held

370M

Put Options Held

677M

Jpmorgan Chase & CO New York, NY

53.2M
Shares

$29.3 Billion
2.54% of portfolio
Morgan Stanley New York, NY

33.3M
Shares

$18.4 Billion
1.41% of portfolio
Goldman Sachs Group Inc New York, NY

32.3M
Shares

$17.8 Billion
3.09% of portfolio
Bank Of America Corp Charlotte, NC

29.8M
Shares

$16.4 Billion
1.5% of portfolio
Capula Management LTD Grand Cayman, E9

18.1M
Shares

$9.97 Billion
65.46% of portfolio

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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