Tolleson Wealth Management, Inc. Spdr S&P 500 ETF Trust Transaction History
Tolleson Wealth Management, Inc.
- $511 Million
- Q1 2024
A detailed history of Tolleson Wealth Management, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 30,561 shares of SPY stock, worth $16.6 Million. This represents 3.13% of its overall portfolio holdings.
Number of Shares
30,561
Previous 30,918
1.15%
Holding current value
$16.6 Million
Previous $14.8 Million
8.34%
% of portfolio
3.13%
Previous 3.04%
Shares
19 transactions
Others Institutions Holding SPY
# of Institutions
4,334Shares Held
584MCall Options Held
250MPut Options Held
483M-
Jpmorgan Chase & CO New York, NY60.4MShares$32.8 Billion2.87% of portfolio
-
Goldman Sachs Group Inc New York, NY36.7MShares$19.9 Billion3.46% of portfolio
-
Morgan Stanley New York, NY33MShares$17.9 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