Shared Vision Wealth Group LLC Spdr S&P 500 ETF Trust Transaction History

Shared Vision Wealth Group LLC

$236 Billion
Q3 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 9,516 shares of SPY stock, worth $6.33 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares

9,516

Previous 5,082 87.25%

Holding current value

$6.33 Million

Previous $3.21 Billion 97.82%

% of portfolio

2.69%

Previous 1.6%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$617.65 - $666.84 $2.74 Million - $2.96 Million	4,434 Added 87.25%	9,516 $6.35 Billion
Q2 2025 Aug 07, 2025	SELL	$496.48 - $617.85 $15,887 - $19,771	-32 Reduced 0.63%	5,082 $3.21 Billion
Q1 2025 May 02, 2025	SELL	$551.42 - $612.93 $1,654 - $1,838	-3 Reduced 0.06%	5,114 $2.86 Billion
Q4 2024 Feb 06, 2025	BUY	$567.81 - $607.81 $22,144 - $23,704	39 Added 0.77%	5,117 $3 Billion
Q2 2024 Jul 23, 2024	BUY	$495.16 - $548.49 $56,448 - $62,527	114 Added 2.3%	5,078 $2.76 Billion
Q4 2023 Feb 07, 2024	BUY	$410.68 - $476.69 $2.04 Million - $2.37 Million	4,964 New	4,964 $2.36 Billion

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

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Shared Vision Wealth Group LLC Spdr S&P 500 ETF Trust Transaction History