Institute For Wealth Management, Llc. Spdr S&P 500 ETF Trust Transaction History
Institute For Wealth Management, Llc.
- $929 Million
- Q3 2025
A detailed history of Institute For Wealth Management, Llc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 10,941 shares of SPY stock, worth $7.23 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
10,941
Previous 9,305
17.58%
Holding current value
$7.23 Million
Previous $5.75 Million
26.77%
% of portfolio
0.78%
Previous 0.66%
Shares
35 transactions
Others Institutions Holding SPY
# of Institutions
5,208Shares Held
630MCall Options Held
380MPut Options Held
724M-
Jpmorgan Chase & CO New York, NY58MShares$38.3 Billion2.54% of portfolio
-
Morgan Stanley New York, NY37MShares$24.4 Billion1.54% of portfolio
-
Goldman Sachs Group Inc New York, NY36.8MShares$24.3 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC30.9MShares$20.4 Billion1.43% of portfolio
-
Wells Fargo & Company San Francisco, CA20MShares$13.2 Billion2.65% of portfolio