Sovereign Financial Group, Inc. Spdr S&P 500 ETF Trust Transaction History
Sovereign Financial Group, Inc.
- $514 Million
- Q3 2025
A detailed history of Sovereign Financial Group, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 40,916 shares of SPY stock, worth $27.5 Million. This represents 5.31% of its overall portfolio holdings.
Number of Shares
40,916
Previous 41,061
0.35%
Holding current value
$27.5 Million
Previous $25.4 Million
7.44%
% of portfolio
5.31%
Previous 5.4%
Shares
19 transactions
Others Institutions Holding SPY
# of Institutions
5,208Shares Held
630MCall Options Held
380MPut Options Held
724M-
Jpmorgan Chase & CO New York, NY58MShares$38.9 Billion2.54% of portfolio
-
Morgan Stanley New York, NY37MShares$24.8 Billion1.54% of portfolio
-
Goldman Sachs Group Inc New York, NY36.8MShares$24.7 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC30.9MShares$20.7 Billion1.43% of portfolio
-
Wells Fargo & Company San Francisco, CA20MShares$13.5 Billion2.65% of portfolio