Nvest Financial, LLC Spdr S&P 500 ETF Trust Transaction History
Nvest Financial, LLC
- $158 Million
- Q2 2024
A detailed history of Nvest Financial, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Nvest Financial, LLC holds 13,498 shares of SPY stock, worth $7.29 Million. This represents 4.65% of its overall portfolio holdings.
Number of Shares
13,498
Previous 14,930
9.59%
Holding current value
$7.29 Million
Previous $7.81 Million
5.94%
% of portfolio
4.65%
Previous 5.25%
Shares
10 transactions
Others Institutions Holding SPY
# of Institutions
4,424Shares Held
557MCall Options Held
274MPut Options Held
402M-
Jpmorgan Chase & CO New York, NY56.3MShares$30.4 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$18.9 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$18.6 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$13.6 Billion1.22% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA13.7MShares$7.38 Billion1.41% of portfolio