O'Brien Wealth Partners LLC Spdr S&P 500 ETF Trust Transaction History
O'Brien Wealth Partners LLC
- $419 Million
- Q2 2024
A detailed history of O'Brien Wealth Partners LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 924 shares of SPY stock, worth $528,038. This represents 0.12% of its overall portfolio holdings.
Number of Shares
924
Previous 1,230
24.88%
Holding current value
$528,038
Previous $643,000
21.93%
% of portfolio
0.12%
Previous 0.16%
Shares
24 transactions
Others Institutions Holding SPY
# of Institutions
4,431Shares Held
557MCall Options Held
275MPut Options Held
402M-
Jpmorgan Chase & CO New York, NY56.3MShares$32.2 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$20 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$19.7 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$14.4 Billion1.22% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA13.7MShares$7.81 Billion1.41% of portfolio