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

Mgb Wealth Management, LLC

$276 Billion
Q1 2025

A detailed history of Mgb Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 13,642 shares of SPY stock, worth $8.63 Million. This represents 2.75% of its overall portfolio holdings.

Number of Shares

13,642

Previous 12,193 11.88%

Holding current value

$8.63 Million

Previous $7.16 Billion 6.25%

% of portfolio

2.75%

Previous 2.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$551.42 - $612.93 $799,007 - $888,135	1,449 Added 11.88%	13,642 $7.61 Billion
Q4 2024 Jan 29, 2025	BUY	$567.81 - $607.81 $144,223 - $154,383	254 Added 2.13%	12,193 $7.16 Billion
Q3 2024 Nov 12, 2024	SELL	$517.38 - $573.86 $36,216 - $40,170	-70 Reduced 0.58%	11,939 $6.84 Billion
Q2 2024 Aug 12, 2024	BUY	$495.16 - $548.49 $195,093 - $216,105	394 Added 3.39%	12,009 $6.7 Billion
Q1 2024 May 06, 2024	BUY	$467.28 - $523.17 $192,519 - $215,546	412 Added 3.68%	11,615 $6.08 Billion
Q4 2023 Apr 22, 2024	BUY	$410.68 - $476.69 $4.6 Million - $5.34 Million	11,203 New	11,203 $5.32 Billion

Others Institutions Holding SPY

# of Institutions

5,129

Shares Held

592M

Call Options Held

373M

Put Options Held

665M

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