Big Sur Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History
Big Sur Wealth Management LLC
- $341 Million
- Q4 2024
A detailed history of Big Sur Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 53,297 shares of SPY stock, worth $32.2 Million. This represents 9.16% of its overall portfolio holdings.
Number of Shares
53,297
Previous 54,054
1.4%
Holding current value
$32.2 Million
Previous $31 Million
0.7%
% of portfolio
9.16%
Previous 8.75%
Shares
31 transactions
Others Institutions Holding SPY
# of Institutions
4,656Shares Held
579MCall Options Held
285MPut Options Held
684M-
Jpmorgan Chase & CO New York, NY56.7MShares$34.3 Billion2.66% of portfolio
-
Morgan Stanley New York, NY35.6MShares$21.6 Billion1.51% of portfolio
-
Goldman Sachs Group Inc New York, NY33.1MShares$20.1 Billion3.14% of portfolio
-
Bank Of America Corp Charlotte, NC29.6MShares$17.9 Billion1.43% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA18.3MShares$11.1 Billion1.88% of portfolio