U.S. Capital Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.44 Billion
- Q3 2025
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 107,584 shares of SPY stock, worth $72.2 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
107,584
Previous 109,930
2.13%
Holding current value
$72.2 Million
Previous $67.9 Million
5.52%
% of portfolio
2.08%
Previous 2.12%
Shares
17 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