Sfg Wealth Management, Llc. Spdr S&P 500 ETF Trust Transaction History

Sfg Wealth Management, Llc.

$211 Million
Q3 2025

A detailed history of Sfg Wealth Management, Llc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 94,931 shares of SPY stock, worth $63.2 Million. This represents 29.91% of its overall portfolio holdings.

Number of Shares

94,931

Previous 92,889 2.2%

Holding current value

$63.2 Million

Previous $57.4 Million 10.19%

% of portfolio

29.91%

Previous 34.69%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$617.65 - $666.84 $1.26 Million - $1.36 Million	2,042 Added 2.2%	94,931 $63.2 Million
Q2 2025 Jul 28, 2025	BUY	$496.48 - $617.85 $690,107 - $858,811	1,390 Added 1.52%	92,889 $57.4 Million
Q1 2025 Apr 23, 2025	BUY	$551.42 - $612.93 $717,397 - $797,421	1,301 Added 1.44%	91,499 $51.2 Million
Q4 2024 Jan 16, 2025	BUY	$567.81 - $607.81 $773,357 - $827,837	1,362 Added 1.53%	90,198 $52.9 Million
Q3 2024 Oct 31, 2024	BUY	$517.38 - $573.86 $585,674 - $649,609	1,132 Added 1.29%	88,836 $51 Million

Q2 2024 Jul 19, 2024	BUY	$495.16 - $548.49 $783,838 - $868,259	1,583 Added 1.84%	87,704 $47.7 Million
Q1 2024 Apr 26, 2024	BUY	$467.28 - $523.17 $1.16 Million - $1.3 Million	2,480 Added 2.97%	86,121 $45 Million
Q4 2023 Jan 19, 2024	BUY	$410.68 - $476.69 $2.37 Million - $2.76 Million	5,783 Added 7.43%	83,641 $39.8 Million
Q3 2023 Oct 19, 2023	BUY	$425.88 - $457.79 $1.93 Million - $2.08 Million	4,534 Added 6.18%	77,858 $33.3 Million
Q2 2023 Jul 14, 2023	BUY	$404.36 - $443.28 $2.06 Million - $2.26 Million	5,097 Added 7.47%	73,324 $32.5 Million
Q1 2023 Apr 11, 2023	BUY	$379.5 - $416.78 $3.1 Million - $3.41 Million	8,175 Added 13.61%	68,227 $27.9 Million
Q4 2022 Jan 31, 2023	BUY	$357.63 - $407.42 $10.9 Million - $12.4 Million	30,451 Added 102.87%	60,052 $23 Million
Q3 2022 Oct 12, 2022	BUY	$357.18 - $429.7 $1.66 Million - $2 Million	4,644 Added 18.61%	29,601 $10.6 Million
Q2 2022 Jul 13, 2022	BUY	$365.86 - $456.8 $3.04 Million - $3.8 Million	8,322 Added 50.03%	24,957 $9.42 Million
Q1 2022 Apr 22, 2022	BUY	$416.25 - $477.71 $2.77 Million - $3.18 Million	6,651 Added 66.62%	16,635 $7.51 Million
Q4 2021 Feb 14, 2022	BUY	$428.64 - $477.48 $4.28 Million - $4.77 Million	9,984 New	9,984 $4.74 Million

Others Institutions Holding SPY

# of Institutions

5,290

Shares Held

558M

Call Options Held

343M

Put Options Held

765M

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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Sfg Wealth Management, Llc. Spdr S&P 500 ETF Trust Transaction History