Fermata Advisors, LLC Spdr S&P 500 ETF Trust Transaction History
Fermata Advisors, LLC
- $344 Million
- Q3 2025
A detailed history of Fermata Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Fermata Advisors, LLC holds 1,084 shares of SPY stock, worth $727,689. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,084
Previous 1,218
11.0%
Holding current value
$727,689
Previous $752,000
3.99%
% of portfolio
0.21%
Previous 0.22%
Shares
19 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