Smallwood Wealth Investment Management, LLC Spdr S&P 500 ETF Trust Transaction History

Smallwood Wealth Investment Management, LLC

  • $152 Million
  • Q1 2025

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 219 shares of SPY stock, worth $130,136. This represents 0.08% of its overall portfolio holdings.

Number of Shares
219
Previous 1,600 86.31%
Holding current value
$130,136
Previous $937,000 86.98%
% of portfolio
0.08%
Previous 0.66%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$551.42 - $612.93 $26,468 - $29,420
48 Added 28.07%
219 $122,000
Q4 2024

Jan 17, 2025
BUY
$567.81 - $607.81 $97,095 - $103,935
171 New
171 $100,000

Others Institutions Holding SPY

# of Institutions
5,056
Shares Held
584M
Call Options Held
390M
Put Options Held
668M
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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