Bank Plus Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History

Bank Plus Wealth Management LLC

  • $170 Billion
  • Q3 2025

A detailed history of Bank Plus Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 5,476 shares of SPY stock, worth $3.73 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares
5,476
Previous 5,587 1.99%
Holding current value
$3.73 Million
Previous $3.45 Billion 5.67%
% of portfolio
2.15%
Previous 2.29%

Shares

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

Oct 30, 2025
SELL
$617.65 - $666.84 $68,559 - $74,019
-111 Reduced 1.99%
5,476 $3.65 Billion
Q2 2025

Jul 16, 2025
SELL
$496.48 - $617.85 $12,908 - $16,064
-26 Reduced 0.46%
5,587 $3.45 Billion
Q1 2025

Apr 25, 2025
SELL
$551.42 - $612.93 $240,419 - $267,237
-436 Reduced 7.21%
5,613 $3.14 Billion
Q4 2024

Jan 22, 2025
BUY
$567.81 - $607.81 $3.43 Million - $3.68 Million
6,049 New
6,049 $3.55 Billion

Others Institutions Holding SPY

# of Institutions
5,237
Shares Held
632M
Call Options Held
375M
Put Options Held
719M
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
Track This Portfolio

Track Bank Plus Wealth Management LLC Portfolio

Follow Bank Plus Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bank Plus Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bank Plus Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email