Vestia Personal Wealth Advisors Spdr S&P 500 ETF Trust Transaction History

Vestia Personal Wealth Advisors

  • $146 Billion
  • Q2 2025

A detailed history of Vestia Personal Wealth Advisors transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 1,504 shares of SPY stock, worth $958,318. This represents 0.64% of its overall portfolio holdings.

Number of Shares
1,504
Previous 1,584 5.05%
Holding current value
$958,318
Previous $886 Million 4.85%
% of portfolio
0.64%
Previous 0.7%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$496.48 - $617.85 $39,718 - $49,428
-80 Reduced 5.05%
1,504 $929 Million
Q1 2025

Apr 30, 2025
SELL
$551.42 - $612.93 $44,113 - $49,034
-80 Reduced 4.81%
1,584 $886 Million
Q4 2024

Jan 27, 2025
BUY
$567.81 - $607.81 $35,204 - $37,684
62 Added 3.87%
1,664 $975 Million
Q3 2024

Nov 04, 2024
BUY
$517.38 - $573.86 $8,278 - $9,181
16 Added 1.01%
1,602 $919 Million
Q2 2024

Aug 09, 2024
BUY
$495.16 - $548.49 $785,323 - $869,905
1,586 New
1,586 $863 Million

Others Institutions Holding SPY

# of Institutions
5,140
Shares Held
603M
Call Options Held
373M
Put Options Held
665M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Vestia Personal Wealth Advisors Portfolio

Follow Vestia Personal Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vestia Personal Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Vestia Personal Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email