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

Momentum Wealth Planning, LLC

  • $117 Billion
  • Q2 2025

A detailed history of Momentum Wealth Planning, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Momentum Wealth Planning, LLC holds 51,437 shares of SPY stock, worth $34 Million. This represents 27.14% of its overall portfolio holdings.

Number of Shares
51,437
Holding current value
$34 Million
% of portfolio
27.14%

Shares

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

Sep 24, 2025
BUY
$496.48 - $617.85 $25.5 Million - $31.8 Million
51,437 New
51,437 $31.9 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

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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