Burling Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History

Burling Wealth Partners, LLC

  • $604 Billion
  • Q3 2025

A detailed history of Burling Wealth Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Burling Wealth Partners, LLC holds 27,981 shares of SPY stock, worth $18.6 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares
27,981
Previous 14,542 92.42%
Holding current value
$18.6 Million
Previous $8.98 Billion 107.47%
% of portfolio
3.09%
Previous 1.66%

Shares

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

Nov 07, 2025
BUY
$617.65 - $666.84 $8.3 Million - $8.96 Million
13,439 Added 92.42%
27,981 $18.6 Billion
Q2 2025

Aug 08, 2025
BUY
$496.48 - $617.85 $2.95 Million - $3.67 Million
5,936 Added 68.98%
14,542 $8.98 Billion
Q1 2025

May 02, 2025
BUY
$551.42 - $612.93 $235,456 - $261,721
427 Added 5.22%
8,606 $4.81 Billion
Q4 2024

Feb 14, 2025
BUY
$567.81 - $607.81 $4.64 Million - $4.97 Million
8,179 New
8,179 $4.79 Billion

Others Institutions Holding SPY

# of Institutions
5,290
Shares Held
558M
Call Options Held
343M
Put Options Held
765M
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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