Upper Left Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History
Upper Left Wealth Management, LLC
- $106 Million
- Q1 2024
A detailed history of Upper Left Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 2,534 shares of SPY stock, worth $1.39 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
2,534
Previous 2,713
6.6%
Holding current value
$1.39 Million
Previous $1.29 Million
2.79%
% of portfolio
1.25%
Previous 1.26%
Shares
10 transactions
Others Institutions Holding SPY
# of Institutions
4,335Shares Held
584MCall Options Held
250MPut Options Held
483M-
Jpmorgan Chase & CO New York, NY60.4MShares$33.1 Billion2.87% of portfolio
-
Goldman Sachs Group Inc New York, NY36.7MShares$20.1 Billion3.46% of portfolio
-
Morgan Stanley New York, NY33MShares$18.1 Billion1.4% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$13.4 Billion1.21% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA19.2MShares$10.5 Billion1.77% of portfolio