Marshall & Sterling Wealth Advisors Inc. Spdr S&P 500 ETF Trust Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $148 Billion
- Q2 2025
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
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