Bwm Planning, LLC Spdr S&P 500 ETF Trust Transaction History

Bwm Planning, LLC

$336 Billion
Q3 2025

A detailed history of Bwm Planning, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Bwm Planning, LLC holds 4,308 shares of SPY stock, worth $2.94 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

4,308

Holding current value

$2.94 Million

% of portfolio

0.85%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 31, 2025	BUY	$617.65 - $666.84 $2.66 Million - $2.87 Million	4,308 New	4,308 $2.87 Billion

Others Institutions Holding SPY

# of Institutions

5,237

Shares Held

632M

Call Options Held

375M

Put Options Held

719M

Jpmorgan Chase & CO New York, NY

58M
Shares

$39.5 Billion
2.54% of portfolio
Morgan Stanley New York, NY

37M
Shares

$25.2 Billion
1.54% of portfolio
Goldman Sachs Group Inc New York, NY

36.8M
Shares

$25.1 Billion
3.23% of portfolio
Bank Of America Corp Charlotte, NC

30.9M
Shares

$21.1 Billion
1.43% of portfolio
Wells Fargo & Company San Francisco, CA

20M
Shares

$13.7 Billion
2.65% of portfolio

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About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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