Sugarloaf Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,860 shares of SPY stock, worth $1.25 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,860
Previous 1,893
1.74%
Holding current value
$1.25 Million
Previous $1.09 Million
0.37%
% of portfolio
0.23%
Previous 0.22%
Shares
21 transactions
Others Institutions Holding SPY
# of Institutions
5,211Shares Held
631MCall Options Held
379MPut Options Held
723M-
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