Stone Point Wealth LLC Spdr S&P 500 ETF Trust Transaction History

Stone Point Wealth LLC

$347 Million
Q3 2025

A detailed history of Stone Point Wealth LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Stone Point Wealth LLC holds 4,278 shares of SPY stock, worth $2.85 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

4,278

Previous 4,433 3.5%

Holding current value

$2.85 Million

Previous $2.74 Million 4.05%

% of portfolio

0.82%

Previous 0.86%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$617.65 - $666.84 $95,735 - $103,360	-155 Reduced 3.5%	4,278 $2.85 Million
Q2 2025 Jul 17, 2025	BUY	$496.48 - $617.85 $140,007 - $174,233	282 Added 6.79%	4,433 $2.74 Million
Q1 2025 Apr 24, 2025	BUY	$551.42 - $612.93 $94,292 - $104,811	171 Added 4.3%	4,151 $2.32 Million
Q4 2024 Jan 28, 2025	SELL	$567.81 - $607.81 $279,362 - $299,042	-492 Reduced 11.0%	3,980 $2.33 Million
Q3 2024 Oct 31, 2024	BUY	$517.38 - $573.86 $184,187 - $204,294	356 Added 8.65%	4,472 $2.57 Million

Q2 2024 Jul 30, 2024	BUY	$495.16 - $548.49 $29,214 - $32,360	59 Added 1.45%	4,116 $2.24 Million
Q1 2024 May 01, 2024	BUY	$467.28 - $523.17 $23,364 - $26,158	50 Added 1.25%	4,057 $2.12 Million
Q4 2023 Jan 26, 2024	BUY	$410.68 - $476.69 $900,210 - $1.04 Million	2,192 Added 120.77%	4,007 $1.9 Million
Q3 2023 Oct 25, 2023	BUY	$425.88 - $457.79 $371,793 - $399,650	873 Added 92.68%	1,815 $775,000
Q2 2023 Jul 25, 2023	BUY	$404.36 - $443.28 $32,348 - $35,462	80 Added 9.28%	942 $417,000
Q1 2023 Apr 20, 2023	SELL	$379.5 - $416.78 $3,036 - $3,334	-8 Reduced 0.92%	862 $352,000
Q4 2022 Jan 20, 2023	BUY	$357.63 - $407.42 $44,703 - $50,927	125 Added 16.78%	870 $0
Q3 2022 Nov 03, 2022	SELL	$357.18 - $429.7 $17,859 - $21,485	-50 Reduced 6.29%	745 $266,000
Q2 2022 Jul 19, 2022	BUY	$365.86 - $456.8 $32,195 - $40,198	88 Added 12.45%	795 $300,000
Q1 2022 Apr 29, 2022	BUY	$416.25 - $477.71 $294,288 - $337,740	707 New	707 $321,000

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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Stone Point Wealth LLC Spdr S&P 500 ETF Trust Transaction History