Executive Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History
Executive Wealth Management, LLC
- $1.15 Billion
- Q4 2024
A detailed history of Executive Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Executive Wealth Management, LLC holds 6,035 shares of SPY stock, worth $4.05 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
6,035
Previous 5,292
14.04%
Holding current value
$4.05 Million
Previous $3.04 Million
16.47%
% of portfolio
0.31%
Previous 0.26%
Shares
25 transactions
Others Institutions Holding SPY
# of Institutions
5,211Shares Held
631MCall Options Held
379MPut Options Held
723M-
Jpmorgan Chase & CO New York, NY58MShares$38.9 Billion2.54% of portfolio
-
Morgan Stanley New York, NY37MShares$24.8 Billion1.54% of portfolio
-
Goldman Sachs Group Inc New York, NY36.8MShares$24.7 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC30.9MShares$20.7 Billion1.43% of portfolio
-
Wells Fargo & Company San Francisco, CA20MShares$13.5 Billion2.65% of portfolio