Bkm Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Bkm Wealth Management, LLC

$271 Billion
Q3 2025

A detailed history of Bkm Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 1,411 shares of SPY stock, worth $939,260. This represents 0.35% of its overall portfolio holdings.

Number of Shares

1,411

Previous 1,585 10.98%

Holding current value

$939,260

Previous $980 Million 4.02%

% of portfolio

0.35%

Previous 0.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$617.65 - $666.84 $107,471 - $116,030	-174 Reduced 10.98%	1,411 $940 Million
Q2 2025 Jul 29, 2025	BUY	$496.48 - $617.85 $35,746 - $44,485	72 Added 4.76%	1,585 $980 Million
Q1 2025 May 05, 2025	SELL	$551.42 - $612.93 $33,085 - $36,775	-60 Reduced 3.81%	1,513 $847 Million
Q4 2024 Jan 31, 2025	SELL	$567.81 - $607.81 $93,688 - $100,288	-165 Reduced 9.49%	1,573 $922 Million
Q3 2024 Oct 23, 2024	SELL	$517.38 - $573.86 $1,034 - $1,147	-2 Reduced 0.11%	1,738 $997 Million

Q2 2024 Jul 24, 2024	BUY	$495.16 - $548.49 $94,575 - $104,761	191 Added 12.33%	1,740 $947 Million
Q1 2024 Apr 18, 2024	SELL	$467.28 - $523.17 $449,056 - $502,766	-961 Reduced 38.29%	1,549 $811 Million
Q4 2023 Jan 10, 2024	BUY	$410.68 - $476.69 $1.03 Million - $1.2 Million	2,510 New	2,510 $1.19 Billion

Others Institutions Holding SPY

# of Institutions

5,288

Shares Held

557M

Call Options Held

343M

Put Options Held

765M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Bkm Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History