Mbl Wealth, LLC Spdr S&P 500 ETF Trust Transaction History

Mbl Wealth, LLC

$1.02 Billion
Q3 2025

A detailed history of Mbl Wealth, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Mbl Wealth, LLC holds 212,212 shares of SPY stock, worth $141 Million. This represents 13.86% of its overall portfolio holdings.

Number of Shares

212,212

Previous 212,931 0.34%

Holding current value

$141 Million

Previous $132 Million 7.46%

% of portfolio

13.86%

Previous 13.93%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	SELL	$617.65 - $666.84 $444,090 - $479,457	-719 Reduced 0.34%	212,212 $141 Million
Q2 2025 Jul 22, 2025	BUY	$496.48 - $617.85 $4.87 Million - $6.06 Million	9,812 Added 4.83%	212,931 $132 Million
Q1 2025 May 21, 2025	SELL	$551.42 - $612.93 $4.78 Million - $5.32 Million	-8,677 Reduced 4.1%	203,119 $114 Million
Q4 2024 Apr 21, 2025	BUY	$567.81 - $607.81 $4.76 Million - $5.09 Million	8,380 Added 4.12%	211,796 $124 Million
Q3 2024 Jan 08, 2025	BUY	$517.38 - $573.86 $2.56 Million - $2.84 Million	4,952 Added 2.5%	203,416 $117 Million

Q2 2024 Jul 19, 2024	BUY	$495.16 - $548.49 $2.39 Million - $2.64 Million	4,822 Added 2.49%	198,464 $108 Million
Q1 2024 Apr 22, 2024	BUY	$467.28 - $523.17 $3.62 Million - $4.05 Million	7,739 Added 4.16%	193,642 $101 Million
Q4 2023 Jan 18, 2024	BUY	$410.68 - $476.69 $3.14 Million - $3.64 Million	7,646 Added 4.29%	185,903 $88.4 Million
Q3 2023 Oct 11, 2023	BUY	$425.88 - $457.79 $1.67 Million - $1.8 Million	3,930 Added 2.25%	178,257 $76.2 Million
Q2 2023 Jul 17, 2023	BUY	$404.36 - $443.28 $685,390 - $751,359	1,695 Added 0.98%	174,327 $77.3 Million
Q1 2023 Apr 11, 2023	SELL	$379.5 - $416.78 $1.51 Million - $1.66 Million	-3,971 Reduced 2.25%	172,632 $70.7 Million
Q4 2022 Jan 12, 2023	BUY	$357.63 - $407.42 $2.4 Million - $2.74 Million	6,720 Added 3.96%	176,603 $67.5 Million
Q3 2022 Jan 12, 2023	BUY	$357.18 - $429.7 $10.2 Million - $12.3 Million	28,601 Added 20.24%	169,883 $60.7 Million
Q2 2022 Jan 12, 2023	BUY	$365.86 - $456.8 $3.87 Million - $4.83 Million	10,566 Added 8.08%	141,282 $53.3 Million
Q1 2022 May 02, 2022	BUY	$416.25 - $477.71 $11.2 Million - $12.9 Million	27,020 Added 26.06%	130,716 $59 Million
Q3 2021 Oct 25, 2021	BUY	$424.97 - $453.19 $5.16 Million - $5.5 Million	12,147 Added 13.27%	103,696 $44.5 Million
Q1 2021 May 27, 2021	BUY	$368.79 - $397.26 $2.67 Million - $2.88 Million	7,253 Added 8.6%	91,549 $36.3 Million
Q4 2020 Feb 16, 2021	BUY	$326.54 - $373.88 $27.5 Million - $31.5 Million	84,296 New	84,296 $31.5 Million

Others Institutions Holding SPY

# of Institutions

5,286

Shares Held

557M

Call Options Held

343M

Put Options Held

765M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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