Private Wealth Management Group, LLC Spdr S&P 500 ETF Trust Transaction History

Private Wealth Management Group, LLC

  • $363 Billion
  • Q3 2025

A detailed history of Private Wealth Management Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 254 shares of SPY stock, worth $169,080. This represents 0.05% of its overall portfolio holdings.

Number of Shares
254
Previous 335 24.18%
Holding current value
$169,080
Previous $207 Million 18.25%
% of portfolio
0.05%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$617.65 - $666.84 $50,029 - $54,014
-81 Reduced 24.18%
254 $169 Million
Q2 2025

Jul 29, 2025
SELL
$496.48 - $617.85 $9,929 - $12,357
-20 Reduced 5.63%
335 $207 Million
Q3 2024

Oct 29, 2024
SELL
$517.38 - $573.86 $2,586 - $2,869
-5 Reduced 1.39%
355 $204 Million
Q2 2024

Aug 13, 2024
SELL
$495.16 - $548.49 $55,953 - $61,979
-113 Reduced 23.89%
360 $196 Million
Q4 2023

Feb 08, 2024
BUY
$410.68 - $476.69 $194,251 - $225,474
473 New
473 $225 Million

Others Institutions Holding SPY

# of Institutions
5,283
Shares Held
557M
Call Options Held
343M
Put Options Held
765M
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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