Birch Financial Group, LLC Spdr S&P 500 ETF Trust Transaction History

Birch Financial Group, LLC

  • $170 Billion
  • Q3 2025

A detailed history of Birch Financial Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Birch Financial Group, LLC holds 955 shares of SPY stock, worth $651,367. This represents 0.37% of its overall portfolio holdings.

Number of Shares
955
Previous 953 0.21%
Holding current value
$651,367
Previous $589 Million 8.12%
% of portfolio
0.37%
Previous 0.47%

Shares

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

Oct 30, 2025
BUY
$617.65 - $666.84 $1,235 - $1,333
2 Added 0.21%
955 $636 Million
Q2 2025

Oct 30, 2025
BUY
$496.48 - $617.85 $169,299 - $210,686
341 Added 55.72%
953 $589 Million
Q1 2025

Oct 30, 2025
BUY
$551.42 - $612.93 $337,469 - $375,113
612 New
612 $342 Million

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
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