Marks Group Wealth Management, Inc Spdr S&P 500 ETF Trust Transaction History

Marks Group Wealth Management, Inc

$1.02 Billion
Q2 2025

A detailed history of Marks Group Wealth Management, Inc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 9,787 shares of SPY stock, worth $6.47 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

9,787

Previous 7,005 39.71%

Holding current value

$6.47 Million

Previous $3.92 Million 54.31%

% of portfolio

0.59%

Previous 0.39%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$496.48 - $617.85 $1.38 Million - $1.72 Million	2,782 Added 39.71%	9,787 $6.05 Million
Q1 2025 May 01, 2025	BUY	$551.42 - $612.93 $15,439 - $17,162	28 Added 0.4%	7,005 $3.92 Million
Q4 2024 Jan 29, 2025	BUY	$567.81 - $607.81 $263,463 - $282,023	464 Added 7.12%	6,977 $4.09 Million
Q3 2024 Oct 30, 2024	SELL	$517.38 - $573.86 $517 - $573	-1 Reduced 0.02%	6,513 $3.74 Million
Q2 2024 Aug 14, 2024	BUY	$495.16 - $548.49 $54,467 - $60,333	110 Added 1.72%	6,514 $3.55 Million
Q4 2023 Feb 01, 2024	BUY	$410.68 - $476.69 $29,158 - $33,844	71 Added 1.12%	6,404 $3.04 Million
Q3 2023 Oct 30, 2023	BUY	$425.88 - $457.79 $386,699 - $415,673	908 Added 16.74%	6,333 $2.71 Million
Q2 2023 Jul 19, 2023	SELL	$404.36 - $443.28 $13,748 - $15,071	-34 Reduced 0.62%	5,425 $2.4 Million
Q1 2023 May 03, 2023	BUY	$379.5 - $416.78 $136,620 - $150,040	360 Added 7.06%	5,459 $2.23 Million
Q4 2022 Feb 06, 2023	SELL	$357.63 - $407.42 $13,947 - $15,889	-39 Reduced 0.76%	5,099 $1.95 Million
Q3 2022 Nov 10, 2022	BUY	$357.18 - $429.7 $18,216 - $21,914	51 Added 1.0%	5,138 $1.84 Million
Q2 2022 Aug 09, 2022	SELL	$365.86 - $456.8 $830,136 - $1.04 Million	-2,269 Reduced 30.85%	5,087 $1.92 Million
Q1 2022 May 10, 2022	BUY	$416.25 - $477.71 $1.08 Million - $1.24 Million	2,602 Added 54.73%	7,356 $3.32 Million
Q4 2021 Feb 14, 2022	BUY	$428.64 - $477.48 $1.66 Million - $1.85 Million	3,870 Added 437.78%	4,754 $634,000
Q3 2021 Nov 15, 2021	BUY	$424.97 - $453.19 $25,498 - $27,191	60 Added 7.28%	884 $379,000
Q1 2021 May 17, 2021	SELL	$368.79 - $397.26 $32,453 - $34,958	-88 Reduced 9.65%	824 $326,000
Q4 2020 Feb 08, 2021	SELL	$326.54 - $373.88 $92,084 - $105,434	-282 Reduced 23.62%	912 $341,000
Q3 2020 Nov 10, 2020	BUY	$310.52 - $357.7 $87,566 - $100,871	282 Added 30.92%	1,194 $400,000
Q1 2020 Apr 23, 2020	SELL	$222.95 - $338.34 $43,698 - $66,314	-196 Reduced 17.69%	912 $235,000
Q4 2019 Feb 12, 2020	BUY	$288.06 - $322.94 $319,170 - $357,817	1,108 New	1,108 $357,000

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

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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Marks Group Wealth Management, Inc Spdr S&P 500 ETF Trust Transaction History