Delap Wealth Advisory, LLC Spdr S&P 500 ETF Trust Transaction History

Delap Wealth Advisory, LLC

  • $208 Billion
  • Q2 2025

A detailed history of Delap Wealth Advisory, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 1,492 shares of SPY stock, worth $1.02 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
1,492
Previous 754 97.88%
Holding current value
$1.02 Million
Previous $422 Million 118.57%
% of portfolio
0.44%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$496.48 - $617.85 $366,402 - $455,973
738 Added 97.88%
1,492 $922 Million
Q4 2024

Feb 04, 2025
BUY
$567.81 - $607.81 $428,128 - $458,288
754 New
754 $442 Million
Q4 2022

Feb 13, 2023
BUY
$357.63 - $407.42 $203,491 - $231,821
569 New
569 $218 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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