Moneywise, Inc. Spdr S&P 500 ETF Trust Transaction History

Moneywise, Inc.

$199 Million
Q2 2025

A detailed history of Moneywise, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Moneywise, Inc. holds 26,351 shares of SPY stock, worth $17.6 Million. This represents 8.19% of its overall portfolio holdings.

Number of Shares

26,351

Previous 24,911 5.78%

Holding current value

$17.6 Million

Previous $13.9 Million 16.84%

% of portfolio

8.19%

Previous 7.91%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$496.48 - $617.85 $714,931 - $889,704	1,440 Added 5.78%	26,351 $16.3 Million
Q1 2025 Apr 22, 2025	BUY	$551.42 - $612.93 $533,223 - $592,703	967 Added 4.04%	24,911 $13.9 Million
Q4 2024 Jan 27, 2025	BUY	$567.81 - $607.81 $2 Million - $2.14 Million	3,520 Added 17.23%	23,944 $14 Million
Q3 2024 Oct 21, 2024	BUY	$517.38 - $573.86 $4.26 Million - $4.72 Million	8,225 Added 67.42%	20,424 $11.7 Million
Q2 2024 Jul 17, 2024	BUY	$495.16 - $548.49 $2.07 Million - $2.29 Million	4,179 Added 52.11%	12,199 $6.64 Million
Q1 2024 Apr 22, 2024	BUY	$467.28 - $523.17 $2.53 Million - $2.83 Million	5,411 Added 207.4%	8,020 $4.2 Million
Q4 2023 Jan 29, 2024	BUY	$410.68 - $476.69 $802,468 - $931,452	1,954 Added 298.32%	2,609 $1.24 Million
Q3 2023 Oct 23, 2023	BUY	$425.88 - $457.79 $278,951 - $299,852	655 New	655 $279,000

Others Institutions Holding SPY

# of Institutions

5,190

Shares Held

643M

Call Options Held

380M

Put Options Held

723M

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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