Balboa Wealth Partners Spdr S&P 500 ETF Trust Transaction History
Balboa Wealth Partners
- $310 Million
- Q1 2024
A detailed history of Balboa Wealth Partners transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Balboa Wealth Partners holds 22,876 shares of SPY stock, worth $12.7 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
22,876
Previous 21,230
7.75%
Holding current value
$12.7 Million
Previous $10.1 Million
18.58%
% of portfolio
3.86%
Previous 3.4%
Shares
7 transactions
Others Institutions Holding SPY
# of Institutions
4,335Shares Held
584MCall Options Held
250MPut Options Held
483M-
Jpmorgan Chase & CO New York, NY60.4MShares$33.5 Billion2.87% of portfolio
-
Goldman Sachs Group Inc New York, NY36.7MShares$20.3 Billion3.46% of portfolio
-
Morgan Stanley New York, NY33MShares$18.3 Billion1.4% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$13.5 Billion1.21% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA19.2MShares$10.6 Billion1.77% of portfolio