Van Weelden Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Van Weelden Wealth Management, LLC

$112 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 10, 2025	BUY	$495.16 - $548.49 $212,423 - $235,302	429 New	429 $265 Million

Others Institutions Holding SPY

# of Institutions

5,208

Shares Held

630M

Call Options Held

380M

Put Options Held

724M

Jpmorgan Chase & CO New York, NY

58M
Shares

$38.3 Billion
2.54% of portfolio
Morgan Stanley New York, NY

37M
Shares

$24.4 Billion
1.54% of portfolio
Goldman Sachs Group Inc New York, NY

36.8M
Shares

$24.3 Billion
3.23% of portfolio
Bank Of America Corp Charlotte, NC

30.9M
Shares

$20.4 Billion
1.43% of portfolio
Wells Fargo & Company San Francisco, CA

20M
Shares

$13.2 Billion
2.65% of portfolio

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Van Weelden Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Van Weelden Wealth Management, LLC with notifications on news.