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

Vestia Personal Wealth Advisors

  • $173 Billion
  • Q3 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 1,501 shares of SPY stock, worth $999,170. This represents 0.58% of its overall portfolio holdings.

Number of Shares
1,501
Previous 1,504 0.2%
Holding current value
$999,170
Previous $929 Million 7.59%
% of portfolio
0.58%
Previous 0.64%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$617.65 - $666.84 $1,852 - $2,000
-3 Reduced 0.2%
1,501 $1 Billion
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
5,286
Shares Held
557M
Call Options Held
343M
Put Options Held
765M
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
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