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

Balance Wealth, LLC

  • $405 Billion
  • Q3 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 2,040 shares of SPY stock, worth $1.36 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
2,040
Previous 1,646 23.94%
Holding current value
$1.36 Million
Previous $1.02 Billion 33.57%
% of portfolio
0.34%
Previous 0.6%

Shares

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

Oct 20, 2025
BUY
$617.65 - $666.84 $243,354 - $262,734
394 Added 23.94%
2,040 $1.36 Billion
Q2 2025

Aug 13, 2025
BUY
$496.48 - $617.85 $395,694 - $492,426
797 Added 93.88%
1,646 $1.02 Billion
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
5,289
Shares Held
557M
Call Options Held
298M
Put Options Held
700M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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