A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 2,459 shares of SPY stock, worth $1.62 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
2,459
Previous 2,816 12.68%
Holding current value
$1.62 Million
Previous $1.58 Billion 3.63%
% of portfolio
1.03%
Previous 1.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

SELL
$496.48 - $617.85 $177,243 - $220,572
-357 Reduced 12.68%
2,459 $1.52 Billion
Q4 2024

Feb 14, 2025

BUY
$567.81 - $607.81 $1.6 Million - $1.71 Million
2,816 New
2,816 $1.65 Billion

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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