Tandem Wealth Advisors LLC Spdr S&P 500 ETF Trust Transaction History
Tandem Wealth Advisors LLC
- $182 Million
- Q1 2024
A detailed history of Tandem Wealth Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 20,627 shares of SPY stock, worth $11.2 Million. This represents 5.92% of its overall portfolio holdings.
Number of Shares
20,627
Previous 20,762
0.65%
Holding current value
$11.2 Million
Previous $9.87 Million
9.33%
% of portfolio
5.92%
Previous 5.71%
Shares
6 transactions
Others Institutions Holding SPY
# of Institutions
4,348Shares Held
587MCall Options Held
250MPut Options Held
483M-
Jpmorgan Chase & CO New York, NY60.4MShares$32.9 Billion2.87% of portfolio
-
Goldman Sachs Group Inc New York, NY36.7MShares$20 Billion3.46% of portfolio
-
Morgan Stanley New York, NY33MShares$18 Billion1.4% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$13.2 Billion1.21% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA19.2MShares$10.4 Billion1.77% of portfolio