Basepoint Wealth LLC Spdr S&P 500 ETF Trust Transaction History

Basepoint Wealth LLC

$129 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Oct 08, 2025	BUY	$357.63 - $407.42 $197,411 - $224,895	552 New	552 $211 Million

Others Institutions Holding SPY

# of Institutions

5,216

Shares Held

631M

Call Options Held

379M

Put Options Held

724M

Jpmorgan Chase & CO New York, NY

58M
Shares

$38.9 Billion
2.54% of portfolio
Morgan Stanley New York, NY

37M
Shares

$24.8 Billion
1.54% of portfolio
Goldman Sachs Group Inc New York, NY

36.8M
Shares

$24.7 Billion
3.23% of portfolio
Bank Of America Corp Charlotte, NC

30.9M
Shares

$20.7 Billion
1.43% of portfolio
Wells Fargo & Company San Francisco, CA

20M
Shares

$13.5 Billion
2.65% of portfolio

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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