Higgins & Schmidt Wealth Strategies LLC Spdr S&P 500 ETF Trust Transaction History

Higgins & Schmidt Wealth Strategies LLC

  • $198 Billion
  • Q3 2025

A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 690 shares of SPY stock, worth $455,841. This represents 0.23% of its overall portfolio holdings.

Number of Shares
690
Previous 591 16.75%
Holding current value
$455,841
Previous $365 Million 25.88%
% of portfolio
0.23%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$617.65 - $666.84 $61,147 - $66,017
99 Added 16.75%
690 $460 Million
Q3 2024

Mar 25, 2025
SELL
$517.38 - $573.86 $16,038 - $17,789
-31 Reduced 4.98%
591 $339 Million
Q2 2024

Mar 25, 2025
SELL
$495.16 - $548.49 $35,651 - $39,491
-72 Reduced 10.37%
622 $339 Million
Q4 2023

Mar 25, 2025
BUY
$410.68 - $476.69 $285,011 - $330,822
694 New
694 $330 Million

Others Institutions Holding SPY

# of Institutions
5,208
Shares Held
630M
Call Options Held
380M
Put Options Held
724M
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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