Simplicity Wealth,Llc Spdr S&P 500 ETF Trust Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 2025
A detailed history of Simplicity Wealth,Llc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Simplicity Wealth,Llc holds 11,091 shares of SPY stock, worth $7.33 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
11,091
Previous 9,304
19.21%
Holding current value
$7.33 Million
Previous $5.2 Million
31.67%
% of portfolio
0.3%
Previous 0.43%
Shares
8 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