One Ascent Financial Services LLC Spdr S&P 500 ETF Trust Transaction History
One Ascent Financial Services LLC
- $1.4 Billion
- Q2 2025
A detailed history of One Ascent Financial Services LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, One Ascent Financial Services LLC holds 9,617 shares of SPY stock, worth $6.35 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
9,617
Previous 10,457
8.03%
Holding current value
$6.35 Million
Previous $5.86 Million
1.38%
% of portfolio
0.42%
Previous 0.38%
Shares
18 transactions
Others Institutions Holding SPY
# of Institutions
5,208Shares Held
630MCall Options Held
380MPut Options Held
724M-
Jpmorgan Chase & CO New York, NY58MShares$38.3 Billion2.54% of portfolio
-
Morgan Stanley New York, NY37MShares$24.4 Billion1.54% of portfolio
-
Goldman Sachs Group Inc New York, NY36.8MShares$24.3 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC30.9MShares$20.4 Billion1.43% of portfolio
-
Wells Fargo & Company San Francisco, CA20MShares$13.2 Billion2.65% of portfolio