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

Melfa Wealth Management, LLC

$158 Billion
Q2 2025

A detailed history of Melfa Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 3,584 shares of SPY stock, worth $2.41 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

3,584

Previous 3,608 0.67%

Holding current value

$2.41 Million

Previous $2.02 Billion 9.7%

% of portfolio

1.4%

Previous 1.36%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$496.48 - $617.85 $11,915 - $14,828	-24 Reduced 0.67%	3,584 $2.21 Billion
Q1 2025 May 02, 2025	SELL	$551.42 - $612.93 $13,785 - $15,323	-25 Reduced 0.69%	3,608 $2.02 Billion
Q4 2024 Jan 17, 2025	SELL	$567.81 - $607.81 $9,652 - $10,332	-17 Reduced 0.47%	3,633 $2.13 Billion
Q3 2024 Oct 16, 2024	SELL	$517.38 - $573.86 $24,834 - $27,545	-48 Reduced 1.3%	3,650 $2.09 Billion
Q2 2024 Jul 15, 2024	BUY	$495.16 - $548.49 $248,075 - $274,793	501 Added 15.67%	3,698 $2.01 Billion
Q1 2024 Apr 23, 2024	BUY	$467.28 - $523.17 $1.49 Million - $1.67 Million	3,197 New	3,197 $1.67 Billion

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

More about SPY

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