Enzi Wealth Spdr S&P 500 ETF Trust Transaction History

Enzi Wealth

$273 Million
Q3 2025

A detailed history of Enzi Wealth transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Enzi Wealth holds 880 shares of SPY stock, worth $585,789. This represents 0.21% of its overall portfolio holdings.

Number of Shares

880

Previous 885 0.56%

Holding current value

$585,789

Previous $546,000 7.33%

% of portfolio

0.21%

Previous 0.21%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$617.65 - $666.84 $3,088 - $3,334	-5 Reduced 0.56%	880 $586,000
Q2 2025 Jul 14, 2025	SELL	$496.48 - $617.85 $496 - $617	-1 Reduced 0.11%	885 $546,000
Q4 2024 Jan 23, 2025	BUY	$567.81 - $607.81 $39,746 - $42,546	70 Added 8.58%	886 $519,000
Q3 2024 Oct 15, 2024	BUY	$517.38 - $573.86 $37,251 - $41,317	72 Added 9.68%	816 $468,000
Q2 2024 Jul 22, 2024	BUY	$495.16 - $548.49 $29,709 - $32,909	60 Added 8.77%	744 $404,000

Q1 2024 Apr 16, 2024	SELL	$467.28 - $523.17 $934 - $1,046	-2 Reduced 0.29%	684 $357,000
Q4 2023 Feb 14, 2024	SELL	$410.68 - $476.69 $39,014 - $45,285	-95 Reduced 12.16%	686 $326,000
Q3 2023 Oct 16, 2023	SELL	$425.88 - $457.79 $190,368 - $204,632	-447 Reduced 36.4%	781 $333,000
Q2 2023 Jul 14, 2023	SELL	$404.36 - $443.28 $2,021 - $2,216	-5 Reduced 0.41%	1,228 $544,000
Q1 2023 Apr 18, 2023	BUY	$379.5 - $416.78 $44,781 - $49,180	118 Added 10.58%	1,233 $504,000
Q4 2022 Jan 25, 2023	BUY	$357.63 - $407.42 $33,617 - $38,297	94 Added 9.21%	1,115 $0
Q3 2022 Nov 14, 2022	BUY	$357.18 - $429.7 $364,680 - $438,723	1,021 New	1,021 $407,000

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

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Enzi Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Enzi Wealth with notifications on news.

Account