Balanced Wealth Group LLC Spdr S&P 500 ETF Trust Transaction History

Balanced Wealth Group LLC

  • $230 Billion
  • Q2 2025

A detailed history of Balanced Wealth Group LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Balanced Wealth Group LLC holds 749 shares of SPY stock, worth $504,159. This represents 0.21% of its overall portfolio holdings.

Number of Shares
749
Previous 761 1.58%
Holding current value
$504,159
Previous $426 Million 11.13%
% of portfolio
0.21%
Previous 0.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$496.48 - $617.85 $5,957 - $7,414
-12 Reduced 1.58%
749 $473 Million
Q1 2025

Apr 15, 2025
SELL
$551.42 - $612.93 $47,973 - $53,324
-87 Reduced 10.26%
761 $426 Million
Q4 2024

Feb 10, 2025
SELL
$567.81 - $607.81 $2,839 - $3,039
-5 Reduced 0.59%
848 $510 Million
Q3 2024

Oct 28, 2024
BUY
$517.38 - $573.86 $1,034 - $1,147
2 Added 0.24%
853 $490 Million
Q1 2024

May 13, 2024
BUY
$467.28 - $523.17 $2,803 - $3,139
6 Added 0.71%
851 $443 Million
Q4 2023

Feb 06, 2024
BUY
$410.68 - $476.69 $347,024 - $402,803
845 New
845 $402 Million

Others Institutions Holding SPY

# of Institutions
5,190
Shares Held
643M
Call Options Held
380M
Put Options Held
723M
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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